About

Before I joined Sun Life, I spent over 12 years working as an engineer. Then in 2006, I began my career in the financial services industry. Through my experience, I learned that to be successful in any career, organization is key.

I am passionate about working with Clients to help them protect their families through proper planning. This came as a result of the loss of my father at the age of 17. I realized that it is crucial to protect the family left behind. Whether working with families, business owners or professionals, I enjoy getting to know Clients and helping them manage their money, risks and expectations.

I live in Belle River with my wife, Dee, and our two children Ethan and Ella. In my spare time, I enjoy golfing, working out, boating, playing hockey and learning to speak French. I’m also a supporter of food banks in my community; a cause I hold dear to my heart.

I started my career as a Sun Life Financial advisor in 2001. Over the past twenty years, I’ve committed to continual education. I’m a proud lifetime member of the Million Dollar Round Table (MDRT), an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.

Before joining Sun Life, I spent five years serving with the Canadian Armed Forces in the navy. During my military career, I developed formidable discipline, focus, and critical thinking skills.

I’ve built my practice on the foundation of open and clear communication with Clients. I take the time to learn about their lives. These conversations provide the insights needed to build realistic plans that helps Clients achieve their goals.

My wife, Randi, and I live in Belle River with our three children, Max, Ava and Ruby. We love to travel as a family and participate in various sports and outdoor activities. In my spare time, I volunteer, play hockey, enjoy running, and have recently joined a local golf club. 

Awards and memberships are based on insurance business only.

I’m the newest team member at TheWorks and bring a wide range of industry knowledge. My financial services career began in the banking industry in 2005. My experience allows me to connect with all types of Clients and cases. I value my new role where I have the time to build and connect with Clients. Whether it’s helping protect a family, or problem solving to help Clients achieve their financial goals, I can help. I have a diploma in Sign Language. This further enhances my ability to connect and read how the Clients might need specific direction. 

Married with two children and living in Tecumseh, I enjoy spending time with my family. My children keep me busy with their various activities, especially my daughter who is a cheerleader.

Knowing your options and making informed decisions can help you reach your financial goals. With 25 years experience in financial services, I’m proud of the long-lasting relationships I have with Clients. Regardless of your age, occupation, income or background, I’m focused on your best interests.

My education helps me provide holistic advice you can understand and act on. I hold a B.A. in Economics from Wilfrid Laurier University and a B.A. in Education from Brock University. I’m also a CERTIFIED FINANCIAL PLANNER® (CFP®) and Financial Management Advisor (FMA).

I am happy to help Clients in Windsor and across the Essex and Kent counties simplify the financial planning process. As a family man, I understand how a clear plan can help you feel confident with your financial choices and family’s future. Let’s talk.

I began my career in the financial services industry in 2009 and joined TheWorks team in 2015. I’m responsible for back office initiatives, operations management and Client relations. I’m passionate about problem solving and process improvements. I also support the advisor team with scheduling, account processing and Client service.

My husband and I live in Windsor with our two daughters. I enjoy the beach, biking, and spending time with family and friends. 

I’m often the first person you see as you enter TheWorks reception area. I started working with Jason Trudeau, new to the financial services industry, in 2010. I put many of the skills I learned from St Clair College’s Office Administration program to use.

My goal is to make Clients feel at ease. I’m there for all servicing and administrative needs they might have. I’m able to multitask while being accurate and concise. This is helpful in my role of preparing Client meetings for the advisors. I look forward to helping the team form long-lasting relationships with Clients.

My husband and I live in Belle River with our son. I’m a lover of animals, which includes my dog Nellie and two cats Jax & Reggie. I enjoy cooking and being at home with my family. 

I joined TheWorks team in 2020. I bring more than 15 years of financial service industry experience to my role. Prior to joining, I worked in the banking sector. In my role, I offer support to our advisors with contacting Clients, preparing and processing files. Attention to detail and managing multiple tasks are my strongest assets.

I live in Amherstburg with my husband Adam and our three children. Together we enjoy our family time as well as boating and four-wheeling. 

As an Advisor Assistant who joined the team in 2022, I look forward to providing excellent customer service to Clients. My experience in human resources and customer service in the financial industry will help me in my role. I enjoy working with customers and collaborating in teams.

When I’m not working, I enjoy travelling, new food and cultures and exploring these things with my loved ones.

With over 20 years of experience in customer service, I’m passionate about building relationships and providing professional service. I joined TheWorks team in 2023 and I take great pride in contributing to Client satisfaction by supporting the advisors and providing efficient and knowledgeable responses. I am a problem solver by nature and I am committed to the peace of mind of Clients’ future goals.

I live in Windsor, Ontario with my family. In my free time, I enjoy travelling, reading, gardening and spending time with my friends and family.