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I have been providing wealth management consulting services to individuals, institutions, and families across Canada since 2004.
The foundation of my business is to establish and maintain meaningful working relationships with each of my clients through providing exceptional service and sound financial advice.
I collaborate with my clients in the creation of a comprehensive financial strategy that addresses their complete financial situation. This disciplined process ensures they have a wealth management plan that creates clarity and financial peace of mind, both now and into the future.
The array of services I provide in consideration of these goals include:
I am licensed to trade in stocks, bonds, hedge and mutual funds, money market securities, segregated funds, annuities, and other insurance products.
Graduate of Acadia University (2000)
Masters of Business Administration (MBA – Finance), University of New Brunswick (2004)
Chartered Investment Manager (2014)
I am originally from New Glasgow, Nova Scotia and currently reside in Halifax. Outside the office, I enjoy spending time with my wife Meaghan, our daughter Avery and our son Rhys. We value an active and community-focused lifestyle. My interests include running, hockey, golfing and surfing and I am an active volunteer with the Heart and Stroke Foundation of Nova Scotia.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.
Toll Free: (877) 420-4503
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
Undergraduate Degree at Acadia University, MBA at University of New Brunswick
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.