About

As an Advisor with Sun Life since 2014, I discovered a passion for helping Clients achieve their financial goals. Over that time, I recognized the importance of how education could better position me to provide financial planning advice. As such, I attained the CERTIFIED FINANCIAL PLANNER®, Chartered Investment Manager, Chartered Life Underwriter®, Certified Health Insurance Specialist™ and The Fellow of CSI designations.

Not only do I believe in my own education, I also believe in educating Clients. I want them to fully understand the financial planning journey. This journey begins by helping discover their ideal future lifestyle. Next, I work to better understand their current lifestyle. Finally, I design a plan that attempts to bridge the gap between where they are today, and where they want to be in the future. Once the plan is developed, I feel it’s important to tweak it occasionally to account for unforeseen life changes. 

When I’m not working with Clients, Jake and I enjoy travelling the world, exploring new cultures and cuisine. 

Since I started working in the financial services industry in 2015, I have successfully attained both the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter® designations.

These courses have positioned me to identify the importance of planning when helping Clients achieve their financial objectives. Whether I am working with individuals, families, or business owners, I apply the same planning principals. First understanding the Client’s goals, then getting a picture of what the Client’s current life position looks like. Finally, suggesting strategies and concepts to put those Clients on a path to one day realize those goals. I recognize that financial planning is not a “one size fits all” process. That’s why I like to revisit the plan regularly. This helps to identify any changes in the Client’s life, and adapt the plan to account for these changes. 

As a way to unwind, I enjoy outdoor activities such as biking, snowboarding, hockey, and travelling with my wife Victoria

Being in the financial services industry since 1993, I have taken great pride in educating countless Clients. By sharing this knowledge, I have witnessed Clients make the best choices to align with their unique goals. I am an open, approachable person who appreciates instilling knowledge on Clients to make the right decisions for their family. In addition to helping individuals, my prior career of 22 years in corporate business management is well suited to working with business owners. When I am not at work, I enjoy spending time with my wife, 3 daughters, and four grandchildren. I am also passionate about competitive sailing, which I’ve done since the age of 7, and enjoy fly fishing and woodworking.

Having been involved in various aspects of financial services since 2017, I understand the fundamentals of finance. Whether that is personal finance, wealth management or investment services, I’m here to help Clients reach their goals. In my role, I conduct Client meetings, offer wealth and investment services and take care of administrative and Client service.

In simple words, I enjoy helping people. I enjoy being there for Clients throughout their lives, in the good times and the bad. I believe it’s never too early to start thinking about your future. If you’re not sure where to start, that’s where I can guide, educate and make recommendations.

Honesty, respect and trust are important values to me in my personal and professional life. When working with me, you’ll notice I always try to go above and beyond by putting the Client first. Let’s work together to create a plan you can feel confident in.

With a fast-paced and collaborative approach, I help put Client’s plans into action and support our advisory team. My main role focuses on processing all Client business requests as well as looking after any administrative questions Clients have about their accounts.

I am proud to be a member of the Stairway Financial team. I am committed to making sure Clients feel appreciated and supported throughout each step of the Client experience. My main responsibilities include supporting the advisory team, managing and booking Client meetings as well as coordinating Client services.