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 have been an advisor since 1992. My attention to detail, honest approach and great empathy are symbols of my appreciation for Clients.

My team supports me effectively. Their hard work and professionalism help us build long-term relationships with our growing Client base.

I hold the following designations:

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Elder Planning Counselor Designation (EPC)
• Master Financial Advisor Designation (MFA)

My primary responsibility is retirement income planning. I’m here to help you navigate the complexities of the financial landscape as you prepare for retirement. Your best interest is my first concern.

I am happily married to my lovely wife. When away from the office, we spend time with family and friends and chase fish all over this great planet.

As an Associate Advisor, I enjoy helping and getting to know Clients. They appreciate my integrity, attention to detail and caring approach. It makes me happy to be on a team that values our work and the difference we can make in Client’s lives.

I joined Sun Life in 2014 and have worked with Menard Financial Services Ltd. since 2020. I hold both my Life Insurance license and Mutual Funds license. My main responsibility is handling transactions in a professional and timely manner.

In my spare time, you will find me enjoying time with my husband and daughter. You’ll often find me hiking, camping or travelling. 

In my role as Associate Advisor, I help individuals and families protect and reach their goals. My specialities include:

• helping business owners with corporate and estate planning strategies,
• helping established individuals looking to coordinate for their futures,
• teaching Clients about tax and estate planning benefits,
• educating business owners on navigating company growth, and
• preparing business protection plans.

I joined Sun Life in 2017 and have worked with Menard Financial Services Ltd. since 2020. My goal is to build strong partnerships based on trust with the Clients I work with. I use my expertise to help bring them financial success accompanied with peace of mind.

In my role, I work hard to provide Client service in a warm and considerate manner. I want Clients to understand that they can trust me and our team as a whole. Clients can count on us to provide knowledgeable and truthful advice. Aside from Client service, I also help the team with technology related work, scheduling meetings and handling paperwork.

Since joining the team in 2020, I have enjoyed creating an inviting, cheerful, and uplifting atmosphere. When helping Clients, I like to do what I can to help them myself first. If I can’t assist, I’ll find the most appropriate team member to help them. 

I bring a friendly, warm and witty nature to our team. My priority is Clients and providing them with administrative support. I enjoy working on the team and appreciate the environment we’ve created.

When I’m not working, my young son keeps me busy. In my spare time, I enjoy refinishing furniture. It allows me to be creative while bringing something old back to life!