Your success is my priority

To deliver results, I serve a select group of clients to provide personalized attention to their unique needs. I stick to the time tested fundamentals of good money management while avoiding emotional decisions to help simplify my clients finances and protect their wealth. 


Custom solutions guided by core values

My client commitment is guided by core values of doing what is right for my clients and their family, and taking accountability for their success. To honour my commitment to clients, I use a proactive approach based on teamwork, integrity, and discipline. 

Learn more about my wealth management approach

Click here to learn more about my wealth management approach and how I help my clients achieve their goals. 

Halifax, Nova Scotia

Located in the heart of downtown Halifax, Nova Scotia our office is on the 14th floor of Purdy's Wharf, Tower 1. Contact us today to schedule a complimentary consultation, or contact me directly at (902) 424-1015.