About

I started with Sun Life in 2012 and my focus is helping Clients achieve a lifetime of financial security. I provide planning and tax strategy solutions to families, individuals and business owners. I use an effective mix of insurance and investment solutions so that you can look towards retirement with confidence. Clients value that I am genuine, respectful and trustworthy. This makes our discovery and planning work more comfortable.

My passion for music has taken me all around the world as a successful touring musician, playing with country and bluegrass bands. I started violin lessons at the age of three and continue to play today

I love to travel but there's no place like home. As the 7th generation of my family to live in Grey County, I'm proud to serve my community as an advisor. I can help you start your journey towards lifetime financial security. 

As an advisor since 2004, I'm passionate about helping people build their savings and protect their assets. Knowledge is power, especially when it comes to planning your financial future. My background in engineering and finances enhances the advice I provide. I find great satisfaction in working with Clients to build their plans to achieve their goals. My values include integrity, honesty and hard work. I can help you select retirement and investment solutions so that you can experience financial security. Not only will I provide you with the products and services to help you achieve your financial goals, I'll provide you with powerful insights that will stay with you for a lifetime.

Whether you're single, have a family or own a business, I can help you. I’ll build a plan that will help you experience a bright financial future and retire your way.

Running, biking and spending time with family at our cottage in Sauble Beach are a few of the ways I enjoy life. Among other personal accomplishments, I'm proud of having completed five marathons.

Julie has been with Sun Life since 2004. Previously she worked as a Equity Trader on Bay Street. She also worked for a mutual fund company where she advised advisors on fund selection.

As an Associate Advisor, I take pride in helping Clients. I listen carefully to their needs before helping them put together their clear financial roadmap. I genuinely care and feel a great responsibility to Clients. I am competent, respectful, and a great listener. Being in the financial services industry since 1989 enhances the advice I give. I believe you don't have to be wealthy to make wise choices for your financial future, to leave a lasting legacy, and protect your loved ones. I can help you with your life, health and disability insurance as well as succession planning.

My favorite pastimes include singing, walking and spending time with my family.

Brady joined our team in 2023 as an Associate Advisor. When Brady began his career in financial services in 2019, he quickly realized that working with Clients to help them achieve their financial goals was a deeply rooted passion. He works with his clients to collaboratively create a financial strategy they are confident in, utilizing both insurance and investment solutions.

When Brady is not in the office, you may see him around the hockey arena where he is the Head Coach of the Hanover Barons, curling with his friends and family, or golfing.

Carly joined our team 2022 in the role of Wealth Assistant. Her 15 years of experience with a large tech firm developed an analytical and organizational skill set that is very valuable to the team. Carly’s attention to detail allows our wealth processing to run smoothly and efficiently.

When not in the office, Carly loves spending time with her family, exercising, and reading books.

Bev joined our team in 2021 and has been an integral part of our front office ever since. Bev brings her more than 25 years of management and customer service to help clients get answers to their questions and scheduled in with the team of advisors. She is passionate about helping every client and keeps the office organized. 

When not in the office, Bev enjoys anything to do with her family, gardening, and her pets.