I have been in the financial services industry since 2003. Currently I am a Investment Advisor and Certified Retirement Specialist with TD Wealth Private Investment Advice. I hold the Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP®) Chartered Investment Manager (CIM®) designations and I am a Life Insurance Advisor with TD Wealth Insurance Services.
Utilizing my wealth management experience, I help individuals and their families develop meaningful investment and wealth plans. I regularly draw on resources available within TD Wealth to provide a valuable service to my clients. I specialize in investment and wealth planning, wealth preservation, insurance strategies, estate planning strategies and trust strategies.
Trust, integrity and professionalism are the cornerstone of my practice. I focus on providing advice to individuals approaching or in retirement, farm operators, business owners and professionals. I pride myself in understanding what is most important to clients and their families to truly deliver a distinct experience. Through collaboration, I focus on developing a financial vision unique to each family’s particular situation and through regular meetings encourage clients to make their dreams a reality. This progression fosters a productive and meaningful professional relationship.
I am married with two children and live in Kincardine, Ontario. In my free time I enjoy golfing, biking and volunteering with local charities.