Senior Vice President, Director
Investment Advisor

My team and I strive to develop and preserve a financially independent lifestyle for our clients through disciplined wealth management. To achieve this, we deliver comprehensive personal financial opportunities based on our years of experience, industry knowledge and leadership. Our expertise encompasses most areas of personal finance and investing including: early retirement & severance situations, generating tax-efficient income, commuted pensions, stock options, strategic tax planning, estate planning and inheritances. Our disciplined team approach has consistently resulted in superior investment returns and unparalleled client service.

With over 20 years of experience, I've been able to help people of all ages and stages of life who benefit from my broad knowledge of the investment industry. My team and I are fortunate to have served individuals and corporations from across Canada and in the U.S. Our clients can expect accurate, timely reporting, regular contact, availability and most of all - our genuine, unwavering concern for their well-being.

I'm an avid follower of long-term trends, demographics, and the effects of the 'Baby Boomer bulge'. You will see me on Business News Network (BNN) where I provide market commentary. I also co-host an educational radio program, Your Money Matters on 570News, every Wednesday at noon.

Each of the financial professionals on our team performs a key role in the investment management process.  For your benefit, our Advisor team is complemented by two very capable Executive Assistants who are securities licensed and between them, have 15 years experience in financial services.