Backed by 30 years of experience in the financial services industry, I remain committed to helping clients solve financial challenges and achieve their goals. In my current role, my expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. I am committed to building strong relationships with clients, offering them personalized strategies and solutions for investment advice/management, and retirement, estate, education and insurance planning. Clients and colleagues alike appreciate my depth of knowledge, clear communication style, warm demeanor, and capacity for empathy.
A big believer in lifelong learning, I hold a Business Administration, Accounting and Finance, certificate from Algonquin College. I have also earned the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.
Away from work, I enjoy spending time with my wife, Lynda, their three children and granddaughter. A classic car enthusiast, I am a member of the Capital Corvette Club and own a 2002 Corvette. Passionate about giving back to my community, I am a member of the Russell Lions Club.
