I learned about wealth planning by watching my grandfather use his own financial acumen to grow his business. It also brought home to me the importance of succession and estate planning. Now, I provide essential wealth planning advice that will help you and your family achieve your ambitions and goals.

I'll start by discovering what is important to you and your loved ones. My team and I take time to ask questions and really listen to your answers before providing customized solutions. Once we know your goals, we'll partner with our internal experts to develop a comprehensive wealth plan, with result-driven recommendations customized for you and your family.

Outside of work, I enjoy spending time in the great Canadian outdoors, canoeing, cycling and riding my motorcycle. I'm passionate about raising money for the Canadian Cancer Society and have participated in the Terry Fox Run for the past 20 years.

• Bachelor of Business Administration (BBA)
• Personal Financial Planner (PFP®)
• Fellow of the Canadian Securities Institute (FCSI®)