Senior Investment Advisor
CurrentThe goals and concerns of each investor are different and you need a solution that is customized to suit you. Whether you are concerned with retirement savings, income generation or ensuring your family is taken care of – professional wealth management is one of the most important things you can do to secure your future. To be successful, you must have a solid plan in place that addresses all aspects of your personal and financial life. My role is to help you articulate you thoughts and feelings about money into a plan that reflects where you want to go in life. Being engaged in the process and educated on your options leads to better decision making. There has never been more choice when it comes to investment and insurance products and new ones are being created every week. Investing and managing wealth is a detailed process with many moving parts; investments, insurance, estate planning, pensions, taxation, Wills, and more.Working with a professional investment advisor will help to clarify your goals, introduce you to new ideas, and avoid potential pitfalls that may throw many well-intentioned plans off track. Knowing that you have someone beside you helping and guiding your decisions will allow you to sleep at night knowing that you have done everything to grow, protect and transfer your wealth. I work to earn your trust through thorough discussion, continual education, and unbiased advice. My service is customized to meet your needs and preferences. I spend most of my time meeting with clients and creating and updating wealth plans. I am married and have 2 daughters, Lauren and Addison. I remain active in the community, supporting the Children’s Wish Foundation and Habitat for Humanity. I have completed the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation and earned my Bachelor of Commerce in Economics and Statistics from Ryerson University.
