About

As a Financial Planner, I’m dedicated to the success of the Clients I work with. Having built my team and business from the ground up, I believe in the value we bring to Clients.

Giving back to the community is important to me. I believe strongly in giving back and regularly work in mentoring and financial literacy, including numerous presentations every year. I am a keen basketball fan and take part annually in Sun Life’s Dunk for Diabetes initiative. I am also the Chaplain at St Andrew’s Lodge. I march in multiple yearly parades with the Keystone Kops Shriners group, raising funds for children’s hospitals and child burn victims.

Finally, as a husband and father to two boys, my family keeps me busy! In my free time, I enjoy building large LEGO sets, reading and driving my kids around to their activities. I also enjoy walking our dogs in the ravine.

Financial planning isn’t about products - it’s about people. I’m excited to be part of a team at Sun Life that helps families and business owners by creating financial plans that have a lasting, positive impact on the people they care about most.

I’ve worked with some amazing companies since I joined the financial services industry in 1993. This experience has shaped my perspective towards holistic financial planning and portfolio research/design.

In my volunteer work with Junior Achievement Central Ontario, I’ve spent time in the class room helping develop the financial literacy of primary grade students.

I’m a husband and father of two. My “kids” are both university graduates now, but that doesn’t stop me from taking them down to Fan Expo in Toronto or sharing my love for Lego and Star Wars.  

As a former bank advisor, I am intimately familiar with the specific limitations ingrained in retail banking and what they can provide. With over ten years’ experience in the financial industry and a degree in Information Technology Management, I am accustomed to guiding Clients through the ever-growing changes of technology and how it affects the markets. My approach with Clients is proper planning to increase investment growth while still protecting both income and savings. 

As an individual with over six years of financial services experience, I am confident in offering Clients sound advice. My background in the financial sector allows me to provide unmatched Client service. I strive to always keep up to date with industry trends. Clients appreciate my dedication to establishing relationships based on the utmost respect and confidence. I believe in bringing maximal value to Clients while simultaneously educating them.

My 10+ years as a competitive athlete gives me a great appreciation for teamwork. I believe that is a key component to success. My personal and professional experiences have shaped me into a dedicated, adaptable and strategic individual which I intend to bring to every Client encounter.

With eight years’ experience at Sun Life and over a decade in the service industry, I understand the importance of excellent customer service. The topic of finances and planning for the future is extremely personal and can be daunting. It is my goal to ensure Clients are comfortable and confident every step of the way. 

I’m a proud wife and dog mom who loves board games, kayaking and camping.

As a detail-oriented person, I believe my meticulous and analytical work ethic is an asset in this role and industry. And my desire for Clients to receive the best care possible allows me to give them my best!

With a bachelor’s degree in English and history, I enjoy researching and writing about history in my spare time.

In addition to working in other industries over the years, I have over a decade of experience in the financial services industry. The past ten years have been at Sun Life working with advisors.

I believe in putting Clients first—in providing quality and timely service. This makes for a great working relationship and ensures we’re always doing our best for you!