Who I Am
Born and raised in Sault Ste. Marie, I have worked in the banking industry since 2007. After receiving an Honours Bachelor of Commerce (Finance) from Queen's University, I spent the first eight years of my finance career on Bay Street in Toronto, and other areas of Southern Ontario. During this time I gained invaluable experience leading multi-bank syndicated deal structures ranging from $100 million to over $1 billion. Since moving back to Northern Ontario with my family, I have transitioned my career from a corporate environment to working with high net-worth clients in Sault Ste. Marie and throughout Ontario. I use the expertise I developed from working with CEOs and CFOs of major public and private corporations to bring a higher level of professionalism and business knowledge to service the needs of my clients, who include:
- High Net-Worth Families;
- Business Owners;
- Professionals (Doctors, Dentists, Lawyers, Accountants); and
- Professional Corporations.
My Investment Philosophy
My primary goal is to protect your hard earned wealth while growing it responsibly. Understanding and mitigating risk is a cornerstone to my client's personal wealth solutions. I want my clients to enjoy their wealth without worry about what is happening in the financial markets. We can accomplish this by creating investment solutions that place an emphasis on protecting client's assets in falling markets while still participating in higher returns when the markets are performing well. As my client you can expect:
- Ongoing Discovery;
- Timely Reporting;
- Comprehensive portfolio reviews tailored to you;
- A transparent approach to fees; and
- Advice and solutions supported by a team of TD Specialists.
What Makes Me Different
Equally important to my investment solutions are the in-depth wealth planning services I provide. The best investments will not serve you well if you don't have the correct plan and strategy in place. I focus on retirement and estate planning strategies at all levels of your wealth timeline to help ensure your hard-earned money can give you the highest probability of allowing you to achieve all of your family's short and long-term goals.
The Importance of Retirement Planning
I want all of my clients to live their best life in retirement, which is why I develop a tailored, comprehensive roadmap to help you get there. Making the shift into retirement is a big change that can feel overwhelming. Whether you're just starting your career, preparing to retire, or ready to enjoy your retirement, we're here for you with the solutions you need. Check out some of our Retire Ready resources below or reach out to find out more.
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