Life is full of choices, and those you make today can affect your tomorrow.
Consider the choice of selecting a Wealth Advisor, for example. Together, you'll want to explore the things that matter most to you and put your money to work so that the goals you set are within reach. Ideally, you and your Wealth Advisor will be together for the long term, so you'll want to choose someone you trust to always look out for your best interest.
I bring three key strengths to my clients:
Clarity: Simplifying complex investment options to support you in making informed decisions.
Honesty: Transparent and full disclosure about costs, risks, and returns.
Engagement: Building a personal relationship to better understand and prioritize your goals.
Before becoming a Wealth Advisor, I had a career in sales in the construction industry. I still rely on many of the same priorities that made me successful in that role – accountability, people skills, adaptability and integrity.
Outside of work, curling is my lifelong passion, and I have had the privilege of representing our country on the world stage. Today, I am still a competitive curler and serve on the Board of Directors at the Port Arthur Curling Club. I also love travel and have more recently taken an interest in landscaping.