After working many years with a Big-6 Bank-owned firm, it became increasingly clear my priorities and values did not align with where I worked and interfered with my ability to do what was best for the individuals and families I work with.

It was an easy decision to go independent and I have not looked back.

I have partnered with iA Private Wealth with a radically simple idea about what a wealth advisor should be - someone who takes the time to understand a client's goals and dreams, then integrates and aligns their wealth and all aspects of their life with that vision.

What sets me apart is a simple and clear process that helps organizes your financial life – a process that delivers clarity, consistency and confidence, ultimately giving you financial comfort.

I am focused on providing exceptional service (don’t take my word for it, feel free to ask the people who I work with) and providing lower fees (which could let you keep more of your own money).

My mission is to enhance people’s lives by helping them make better use of their money and my philosophy is simple - to preserve, protect* and build your wealth.

Working together you will get a clear picture of the services you receive and have the peace of mind that you will be on track in “good” and “not so good” markets. All this while paying lower fees.​

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I am highly organized and process driven individual, and act as your quarterback to ensure you achieve financial success. 

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"Starting strong is good.  Finishing strong is epic"

- Robin Sharma