About

As an Advisor, I meet with Clients that have a specific focus on financial strategy and holistic service. This includes the firm’s most difficult and complex financial structures. I love to use my engineering mindset to build customized financial solutions that take advantage of as many opportunities as possible and really help you understand how and when you are going to meet your financial goals.

I grew up on a farm in Northern Ontario and still love getting out into nature whenever possible. This includes backpacking trips to Algonquin, fishing, and all things outdoors with my wife Natasha, son Caelan, and dog Ria.

I joined Robert as an Advisor Assistant in 2020 bringing with me over 30 years of customer service on the front line of a bank. This change allowed me to reduce my hours. I currently work part time and spend more time pursuing other passions. You will hear from me whenever it is time to book in for your reviews or when you call the office. I connect with Clients by phone or email and love learning everyone’s unique story. 

When not in the office, I volunteer at the local Rotary club and visit many members of the community often armed with baked goods and smiles.

As an Administrative Assistant, I can pursue my passion for helping Clients achieve their financial goals. I love to use my education in business administration to develop processes to get things done efficiently and effectively. You will most likely hear from me after your meetings when there is paperwork that needs to be executed with your investment or insurance plans.

When I’m not in the office you will find me in the great outdoors. I grew up in an outdoor based family and was constantly outside growing up. This included: trips to our log cabin in the woods, camping in Algonquin and Killarney, and so much more! I’m also a diehard Leaf’s fan and hope they can win the Stanley Cup at least once in my lifetime.