Senior Investment Advisor

CIM®

I help families, professionals and businesses grow, protect and transfer their assets, as well as generate income, in a tax efficient manner.  

I believe the only way to manage the unpredictable is to stay connected with clients.  I take a disciplined approach to supporting clients by conducting regular investment plan reviews, hosting special educational events and providing information that helps clients reduce their risk, and position them well for success in the future. 

Having worked with TD, an organization that prioritizes the customer experience and financial strength, over the past eighteen years I have had the opportunity to work closely with businesses and professionals, as well as supporting individual’s transition from employment into the next chapter of their lives.   I let clients know if they are on track to meet their financial goals, how their investments are allocated, and where their income will come from when needed.

By taking the time to understand clients, and those whom they support and depend on, I strive to provide a high level of service and create customized plans that are designed to include such wealth considerations as protecting assets, retirement planning, transitioning wealth, tax management and investment strategies.   

Whether you are looking for advice or a review of your current wealth plans contact me today to start a conversation.

Associate Investment Advisor

BA (Hons)

I have called Peterborough and the Kawarthas home for over two decades, and I have had the opportunity to live in fifteen different countries over a period of eight years as a professional cyclist. I recently graduated from Trent University in 2021 with an Honour's degree in economics and have been an active participant in the investment markets over the past decade. While attending university I was able to build and operate a successful business serving the Central Ontario region which provided me with invaluable experiences as a business owner. When I'm not engaging with clients, I like to cycle throughout Peterborough and the Kawarthas with my partner.

As an Associate Investment Advisor with Kawartha Wealth Management we provide clients with tailored wealth management solutions now for over thirty-five years, with over ninety-three years of combined team experience. Our clients include individuals, families, and businesses, who we provide with our advice on portfolio management and wealth planning. We also engage TD specialists to support estate planning, insurance, and tax planning.

Client Service Associate