About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

I started my career in the financial services industry in 1997, immediately following my graduation at the University of Guelph with a Bachelor of Commerce degree. 

My financial practice has been organized with the goal of simplifying Clients’ lives. To achieve this goal, I try to fully understand the needs of Clients and what is the best financial solution for them. I believe that having a young family myself enables me to understand Clients’ needs. With emphasis on our core values of honesty and integrity, my team and I have extensive experience in investment and insurance related products and services that can help clients achieve lifetime financial security.

I have also received several financial services industry awards for outstanding customer service such as the National Quality Award and I am a qualifying member of the prestigious Million Dollar Round Table , which ranks me among the top 1% of Canada’s financial services professionals.

Whether you are in business for yourself, single or married, have a family or not, we customize our financial solutions to fit your needs.

I am a proud supporter of various charities as well as being heavily involved in local high school and university athletics. 

Awards and memberships are based on insurance business only.