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 joined Sun Life in 2011 and have been involved in entrepreneurship and personal finance since 2004. With a risk-averse personality, I've dedicated my career to maximizing Clients' financial strategies by prioritizing efficiency and net return. I am passionate about using tax strategies, legal structures, and thorough planning to maximize my clients' efforts, whether personally or in their business.

I measure my impact and the success of my work by net after-tax dollars in your hand.

I measure success in Client objectives achieved.  

I've known significant financial hardship in my life, which heavily influenced my approach to giving financial advice. I know and appreciate the value of a dollar earned, hence my passion for understanding how to effectively retain and use wealth.

I've been both blessed and lucky since starting my practice. It’s important to me to give back. I support local mission work that primarily focuses on providing practical help to new and disadvantaged Canadians in the Ottawa area.

With three growing children and my focus on quality service, I have little time for personal pursuits. However, I’m lucky to have a cottage where I keep in touch with my rural upbringing, rest and recreate.