With over 32 years of experience in the industry, I bring a wealth of knowledge, integrity, and respect to all Client relationships.

After graduating from Wilfrid Laurier University with an honours business degree, I entered the financial industry. I quickly realized that I was entering a field that was intriguing because of the growing significance of financial planning to all Canadians. I’m honoured to be part of a local business that has earned the trust of the community over many decades. I take great pride in continuing the stability and growth of the business that my father, Chuck, started in 1974. What I thought was simply a job back when I started in 1987, quickly became a dedicated way of life. I realized just how important Clients, their families and their businesses would become to me.

I’m proud to call myself a lifelong resident of the Niagara Region where I’ve raised my twin sons. Committed to the financial success of the people in my community, I feel a deep sense of responsibility and loyalty towards those who have given my family and myself so much. I give back by being involved in many local charitable events. Closest to my heart is the Wise Guys Charity Fund, a registered charity that my father and I started back in 1991. A 100% volunteer-based charity, we are proud to have raised over $3.9 million for many worthy causes in the region.

Whether you meet me through business, or the charity work I do, you will soon realize I uphold the principles of knowledge, respect and integrity for the people and organizations I work with and support. I will truly take the time to get to know you, understand your goals, and help you achieve lifetime financial security.