I offer a wealth of experience as your Investment Advisor.
I run a wealth management practice at RBC Dominion Securities, working with individuals, families and business owners to help them achieve long-term financial security.
I completed an Honours Bachelor of Science degree in Biology at Queen’s University in Kingston, Ontario and a Bachelor of Kinesiology degree at McMaster University in Hamilton, Ontario. Following graduation in 1999, I started on this career path with my first job in the financial services industry. From those early days of answering client service calls to later starting, building and selling my own asset management company, I have gained the knowledge and understanding of both our industry and building a business.
I have purposefully chosen a career that allows me to use my experience and skill set to make a positive impact on the lives of my clients. The opportunity to engage with my clients on a personal level is a privilege that motivates and drives me. My business is built on trust and integrity, creating strong client relationships and providing personalized on-going service. My commitment, dedication and resolve to understand each client’s unique financial position and to develop an effective wealth management plan is what determines my true value. I believe hard work, effective communication and a disciplined approach provide the foundation to my clients’ success.
I live in Etobicoke with my partner, Lisa, and our 5 active kids.