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.

As an Advisor, I'm passionate about helping people make informed choices to build savings and help protect assets. With 15 years of experience as a Financial Planner, I understand the role I play in Client's lives. My valuable advice is meant to provide clarity and insight towards your financial future.

Knowledge is power. I've continued to expand my education to remain current with economic trends. I’m proud to hold the CERTIFIED FINANICAL PLANNER® and Chartered Investment Manager designations.

Maintaining a healthy work life balance is important as it affects our long-term health. I also understand there is a delicate balance between managing day-to-day finances and accumulating wealth. My approach to personal finance and the advice I give reflects my own personal values.

My idea of fun usually involves the outdoors whether that be playing sports, camping or travelling. You’ll often find me at the BBQ playing some tunes on the radio. 

Since 2018, I have been working at Sun Life to provide financial guidance to the Clients I work with. I am the Associate Advisor working with Tony Velenosi. 

I grew up in the small city of Orillia, Ontario. This is a place where everyone basically knows everyone. I try and take that small-town mentality with Clients. I often try to be that best friend that you didn’t know you had. When I was 19, I moved to North Bay, Ontario to attend Canadore College for carpentry and cabinetmaking. After several years in the trades, I decided to move into the service industry, which is my true calling. I love talking with anybody and learning about their story. With over 15 years in Client facing roles, I pride myself on prompt service and being able to develop meaningful relationships with those I meet.

When I’m not working, you will usually find me on the golf course or baseball diamonds in the summer. I am an avid sports fan. Toronto Maple Leafs, Toronto Blue Jays and the Detroit Lions are my teams of choice. I also play bass in a band.  

A fun fact about me is I went to a Toronto Blue Jay pro scouting camp when I was 16 for pitching. I also like to get involved in the community. You can usually find me Tuesday mornings volunteering at the Waterloo Region Food Bank. A position I have held since early 2019.

I look forward to growing my knowledge under Tony and getting to know all of you throughout the years.