You talk, I listen

 
I am here to listen to your needs and provide comprehensive financial planning and investment solutions that will help you achieve your short-term and long-term goals.
 
Whether you're a business owner looking to sell your business, or an individual dealing with the financial implications of mortality - I am here to help. 
 
Your situation is unique, and determining your goals is the first step to realizing them. Through my process below, I deliver personalized solutions to sustain and grow your wealth at each stage of life. 
 

 

More wealth, more questions:

Have you asked yourself any of the following questions lately?
 

  • How can I sustain the wealth I have built throughout retirement?

  • Are my children prepared to inherit wealth and do they have the necessary education to maintain it?

  • Is it the right time to establish a succession plan for my business? 

  • How can I use my wealth to give back to the community? 

  • My spouse has just passed away and I am now the sole decision maker. Where do I start?

  • Will I be able to assist with my children's education? 

Contact us today to review your options 

 

Family Enterprise Advisor

As one of Nova Scotia's first investment advisors to receive the FEA designation, I take pride in my ability to understand the nuances of family businesses. 

Each family enterprise has unique dynamics and priorities that shape their definition of success. I take your qualitative and quantitative priorities into account to provide integrated solutions that make your personal and professional life easier. 

To learn more about how I can help your family business prosper with a custom wealth management plan, contact us today.

Blog - Latest Updates

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High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

Nov 05, 2025

Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...

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BoC warns of structural economic damage from tariffs

Oct 29, 2025

The Bank of Canada delivered an expected 25 basis point rate cut today, lowering the overnight rate to 2.25%—the bottom of the neutral...

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Canadian federal budget preview

Oct 27, 2025

A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter...

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