Our Team

As an Investment Counsellor, I'm a dedicated wealth and investment planner helping clients develop comprehensive wealth strategies including financial, investment, tax and estate planning. Working with a client base that includes executives, professionals, business owners and high net worth clientele I undertake an extensive discovery process to identify clients personal and financial goals in order to develop strategies to help clients reach these goals and understand their wealth options in the process.

I graduated with an MBA from the Schulich School of Business in 2004 and I currently hold the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Working with BMO Financial Group for a total of twelve years I have moved progressively through various wealth management roles always in a investment and financial planning related capacity. As well as working in the financial services industry I spent six years on the management team of a mid-sized Ontario environmental services firm whereby I acquired a knowledge and understanding of management process and the needs of a typical business owner/entrepreneur. 

My career success can be directly attributed to my ability to relate to people, understand their concerns and have a genuine interest in helping them maximize their financial situation. I work to educate my clients and help them clarify and prioritize their financial goals in order to design and implement a plan to achieve their objectives.