An Investment Advisor with thirty years experience in the Atlantic Canadian market, I enjoy providing wealth management advice to clients with diverse requirements, including individual portfolios, estates and trusts.
I have fostered long-term, discrete relationships with clients, built on a philosophy and track record of transparency, integrity and a client centric orientation. I've found listening is essential to understanding client needs and brings clarity to recommendations on prudent investment strategies. My goal is to provide excellent financial stewardship to my clients so they can enjoy peace of mind and the rewards of their hard work.
Previously I was Atlantic Regional Vice President for a national investment counsel firm with responsibility for the management of pooled and segregated portfolios, risk assessment, policy development and client service.
I'm a proud alumnus of Mount Allison University, with a commerce degree complemented with many industry courses and ongoing training through the Canadian Securities Institute.
Active in my community, I enjoy playing and coaching many sports such as hockey, baseball, golf and soccer along with volunteering for a number of charitable organizations.