I provide high quality, holistic, client-centred professional wealth management advice that is attained through trust, value, and feedback. I have worked in the financial service industry since 2003. Prior to joining ScotiaMcLeod, I earned an Honours B.A. in Economics with a minor in Political Science from York University.

I then worked at another bank owned firm where I gained work experience and was exposed to Personal, Small Business, and Commercial Banking. In my career so far, I have acquired the Canadian Investment Manager Designation (CIM) along with the knowledge and understanding of building and maintaining client relationships using a holistic approach. By employing this approach I can learn about clients’ fundamental life goals and ensure that relevant services are provided as they transition from one life stage to the next. My goal is to become a transition specialist by assisting you in every stage of life, in particular wealth accumulation, wealth protection, converting wealth to income, and transferring wealth.

Throughout these transitions I also assist with insurance, trust, estate, and tax planning needs. In addition, I have partnered with a team of specialized professionals in order to deliver a high quality, full range of service. I hope to go beyond the average wealth management process and assist you with your other personal needs. I am confident that you will quickly realize the value in my approach.