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It's exciting for me to be there for my clients and their families as they move through the stages of their lives, instead of just knowing them for a moment in time. My goal is to truly understand you and your family. I'll do that through a process of deep discovery, getting to know each other and in the end, we'll build a meaningful relationship.

Iíll work closely with you so I can provide you with tailored advice and solutions. Once my team and I have a complete picture of your needs, Iíll engage internal and external partners to provide recommendations that best position your financial resources, now and in the future.

Outside of work, Iím an avid supporter of and volunteer for the Leukemia & Lymphoma Society. Iíve also DJíed for many years ó I have a deep appreciation for music and how it can transform the feeling in a room.

  • Fellow of Canadian Securities Institute (FCSI®)
  • Certified International Wealth Manager (CIWM)
  • Certified Executor Advisor (CEA)

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