About

As an advisor, my goal is to build meaningful relationships by understanding your unique goals and providing guidance that fits your life. Together, we’ll develop a strategy rooted in smart advice, designed to protect what matters to you, grow your wealth and help you retire on your terms.

With over a decade of experience in the financial services industry and an Honours degree in Psychology from Wilfrid Laurier University, I bring both knowledge and perspective to every Client conversation.

Clients appreciate my honest, straightforward approach and the confidence that comes from having a reliable coach in their corner. I’m here to help offer clear advice, consistent support and real commitment every step of the way.

Outside the office, I’m a proud husband and father of four with a passion for both coaching and playing sports in my hometown of Ayr.

With over three decades of experience in the financial services industry, I bring a strong foundation in personal banking, insurance and wealth planning. Since beginning my career in 1991, I’ve developed a reputation for precision, problem-solving and putting people first.

Since 2017, I’ve played a key role in the day-to-day operations of the business. From onboarding new Clients and managing reporting to solving complex inquiries and ensuring regulatory accuracy, I help keep things running smoothly behind the scenes. My work supports the performance of our financial strategies, as well as the overall Client experience from first impressions to long-term support.

I’m passionate about making sure our Clients feel cared for and confident in the service they receive. My goal is always to deliver meaningful support with care and consistency.

Outside the office, I live in Drumbo with my husband and two daughters. I love spending time with my family especially riding and showing horses with my girls. I’m also deeply committed to giving back through animal rescue and coaching local sports teams.

I joined the team in 2019 after spending 13 years in the infrastructure industry, bringing a strong background in coordination, problem-solving and Client-focused service. I support the day-to-day operations of the practice like managing schedules, organizing workflows and ensuring that Client communications are timely, clear and well-executed.

With a strong focus on organization and follow-through, I help create a smooth, responsive experience for both our Clients and team. Whether I’m managing logistics or assisting with service requests, I take pride in making things run efficiently and with care.

I thrive in a collaborative environment where our individual strengths come together to support meaningful results. It’s incredibly rewarding to work with Clients who value the attention and dedication we bring to every interaction.

I live in Ayr with my husband and two sons. Outside of work, I enjoy shopping, crafting, and spending time with family and friends. Watching my boys play hockey brings me joy and is a reminder of the power of teamwork, effort and community.