About

I lead a full-service team at Blue Zones Financial Solutions, where I specialize in helping couples in their prime working years and small to medium-sized business owners build tax-efficient, passive income strategies. My goal is simple: to help Clients gain clarity, confidence, and control over their financial future - so they can live life on their own terms.

I entered the financial services industry over 12 years ago, shortly after graduating from the University of Waterloo with a degree in Mathematics. Since then, I’ve built a career rooted in trust, education, and long-term planning. With over 15 years of customer service experience, I bring a Client-first approach to every relationship. I’m passionate about making financial concepts easy to understand and guiding people toward empowered financial decisions.

I understand the unique challenges facing modern families and business owners, from growing wealth and minimizing taxes to protecting income and preparing for retirement. I’m here to provide not just financial advice, but real partnership through every life stage.

Outside of work, I love spending time with my wife and our two daughters. Being a husband and a dad is my greatest joy, and I cherish the time we spend together making memories as a family.

My career in the wealth management industry began in 2019 when I joined a boutique firm in Ottawa, where I supported investment management and tax return preparation. I later spent several years focused on financial planning for high-net-worth families with complex needs - including multi-corporation structures, family trusts, and various forms of equity compensation.

Outside of work, I enjoy running, snowboarding, and the occasional game of Blitz Chess. I’m also an active member of the Ottawa Estate Planning Council and the Financial Planning Association of Canada.

Before joining Sun Life, I built and managed a marketing agency, where I learned firsthand what it takes to grow a business from the ground up. That experience fuels my ability to connect deeply with entrepreneurs and professionals who are juggling growth, family, and long-term planning.

I hold a Bachelor of Commerce in Finance from the University of Ottawa, where I developed a strong foundation in financial planning, investment strategy, and client-focused advisory work. With experience in private wealth and a natural passion for meaningful conversations, I make it my mission to simplify the process and empower clients to take confident action.

Outside of work, you’ll often find me on the golf course, coaching tennis, playing chess or pushing myself at the gym. I’m passionate about staying active and always growing - both personally and professionally. I also value quality time with my partner and enjoy finding balance between hard work and a fulfilling life.

I bring over 20 years of experience in the financial Industry and have been part of the Blue Zones Financial team since 2017. I have been licensed since 2009. I pride myself in being able to help and support in all areas of Client service investment needs. 

As a dedicated service and support worker with over 10 years of experience in the service industry, I made a career change to work in financial services in 2021 which has allowed me to obtain both my life insurance license and my mutual funds registration. With my background in the arts I pride myself in my creativity, problem-solving skills, and ability to help Clients with a wide range of needs.