Who am I?


I am in the business of helping clients maintain and build wealth. I do this through conservative investment strategies and creating estate preservation solutions. An established client relationship with a balance of professionally managed money and trading opportunities is how I prefer to operate my business.

The cornerstone of my practice is personalized service. As trust is the basis of any relationship, clients that trust my recommendations understand that they are based on my efforts in matching their personal financial objectives with financial assets.

An ongoing consultative approach solidifies long-term relationships that are built upon integrity, trust, knowledge and experience.

I have the personal satisfaction of helping clients attain their financial goals.

star icon


Bachelor of Commerce

Memorial University of Newfoundland


Masters of Business Administration (FS)

Dalhousie University


Chartered Financial Planner

The Canadian Institute of Financial Planning


Fellow of The Institute of Canadian Bankers



Canadian Securities Course

Canadian Securities Institute


Canadian Options Course

Canadian Securities Institute

star icon


Investment Management

Retirement and Financial Planning

star icon

Estate Information Organizer

BMO Private Wealth



For a complementary copy


What can my clients expect?

Personalized solutions based on client goals, objectives and risk tolerance.

Access to Top Ranked Research. (Mutual fund prices are as per previous day’s close. Unlike stock prices they are not updated throughout the day)

Managed Money programs using the top managers in the industry to achieve excellent results.

Face-to-face reviews of goals and performance.

Accessibility and prompt client follow-up to calls and inquiries.

Access to BMO banking and Estate Planning services.*

elderly couple getting advice from their advisor


elderly couple getting advice from their advisor

A word about service commitment

I am committed to

Building solid client relationships

Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.

Providing access to a wealth of financial information and educational materials.

Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.

Reviewing goals, strategy and portfolio performance.