Our Team

"My clients and their needs are the foundation of my business and our relationships are built on trust and integrity."

Using a balanced approach, I create comprehensive financial strategies designed specifically for each client's unique personal and financial needs and goals.

My investment philosophy is based on a balanced, conservative, long-term strategy, and my investment style provides clients with high-quality portfolio management. I have acquired multiple industry accreditations and licenses over the years, including Discretionary and Non-Discretionary Portfolio Management, as well as Insurance and Options trading. These accreditations allow me to offer a complete suite of investment solutions and exceptional wealth management services together with RBC Dominion Securities. 

As you enjoy greater success in life, your financial affairs will invariably become more complex and demand more of your time - time that you would prefer to devote to your other interests and responsibilities. To better serve my clients, I provide Discretionary Portfolio Management which allows for the delegation of responsibility for day-to-day trading decisions to me. Instead of requiring your permission for every transaction, you will be able to rely on me to make timely decisions when investment opportunities arise.

Together, we will determine your growth requirements, income needs and outline your risk tolerance to create a personalized portfolio to meet your personal and financial goals.