I focus on working with clients to create long-term, personalized financial plans, oversee the portfolio design, and ensure they are tax-efficient.I am a Certified Financial Planner® and Chartered Investment Manager® and have spent the past 11 years serving business owners and their families. Prior to aligning with Mandeville, I worked as an advisor with Manulife Securities, covering financial planning, insurance planning and tax planning. In 2015, 2016, 2017, 2018 and again in 2019, I was nominated for the Wealth Professional Awards "Young Gun of the Year", given annually to the top advisor in Canada under 40 years old. I graduated from Carleton University in 2005 with a BSc in Biochemistry.When I'm not in the office, I teach several accredited courses in financial planning at various levels of expertise to both advisors and investors. I am also an instructor for the Certified Financial Planner® designation. I enjoy staying active in a number of team and individual sports, am an avid cook, and devote time to the Hillel Lodge Long-Term Care Foundation.

Creating financial plans, gaol-based portfolio design, risk management, tax efficiency.

Wealth management advisor to a select group of individuals, families and small businesses

Life Insurance Advisor

Assistant Managing Associate