Growing up in an entrepreneurial family in a small rural town taught me firsthand how success comes from persistent hard work. Since then, I've partnered with ultra-high-net worth individuals and business clients, and their families, to help them strategically grow their wealth.

My team and I go the extra mile to create a satisfying client experience for you. We get to know you and your needs through asking the right questions. By understanding your story, we can recommend solutions specific to your financial situation, and help you make the right decisions to achieve your financial vision.

Using a holistic approach, my team and I develop a comprehensive wealth plan for you and your family. We also engage with your external advisors to ensure alignment.

Outside of work, I am passionate about team sports and volunteering, and have implemented these beliefs with my children. This had led me down the path of being actively involved in coaching youth baseball and basketball, and in such charities as the Canadian Cancer Society, the Make-a-Wish® Foundation, and Ronald McDonald House.

• In the financial service industry since 2010
• Certified Financial Planner (CFP®)
• IIROC
• Bachelor of Business Administration (BBA)