I’m passionate about wealth management, and the enormously positive effects it can have on people’s lives. Having an advisor that genuinely cares about you and your family is something I believe everyone should seek out.
I started my financial services career in a client service role where I learned to always strive to exceed client expectations. Later in my career I sought out the opportunity to work directly with investors and offer complete wealth management advice. I hold the Certified International Wealth Manager (CIWM®), Chartered Investment Manager (CIM®) and Derivatives Market Specialist (DMS) designations from the Canadian Securities Institute. My education and many years of industry experience can benefit the financial needs of individuals, families and business owners. Whether creating and implementing a plan to build, enjoy or share your wealth, I’m confident I can deliver the solutions and service.
I live in Burlington with my wife and our three teenage boys. In the
winter months I can be found at a local arena playing hockey as part
of the Burlington Oldtimers Hockey Club or hitting the trails for some
cross-country skiing. In the warmer months I enjoy tennis, golf and
cycling. Another passion I have is cooking, and I enjoy spending time
preparing a good meal to share with family and friends.