About

As an advisor, my goals are to build a relationship based on trust and to understand your specific needs. We can create a plan based on sound advice that will help you work towards a successful financial future.

I've worked in the financial services industry since 2011 and I’m proud to hold an Honours degree in Psychology from Wilfrid Laurier University.

Clients appreciate my honest and direct approach. I hope that when we work together, we’ll create a professional relationship built on trust and respect. You can count on me to be reliable, knowledgeable and sincere.

I'm a proud husband and father of four children who enjoys coaching and playing sports.

I can help you protect your loved ones, maximize your savings, pay less tax and retire your way.

Since 1991, I have worked in the financial services industry. In my role, I run reports, set up new accounts, handle complex inquiries and more. When working together, you’ll notice my attention to detail and efficient work ethic. I am dedicated to the Clients we work with and always try put the Client first.

I live in Drumbo with my husband and two daughters. I’m passionate about animals and enjoy rescuing animals and showing horses. I like to give back to my community and teach my daughters to do the same. In my free time, I enjoy riding horses and coaching my children's sports teams

I joined the team in 2019 after a career in the infrastructure industry for 13 years. As an organized and diligent worker, I keep Zack’s calendar updated and ensure Client communication is always prompt.

I love working on a team with likeminded individuals where our differences complement one another. It makes me happy to work with Clients who appreciate the expertise our team provides. Client service is important to me, and I always try to be friendly, helpful and understanding.

I live in Ayr with my husband and two sons. I enjoy shopping, crafting, spending time with family and friends and watching my kids play hockey. I feel grateful to be a part of a community that has taught our family about teamwork and dedication.