I have been providing wealth management consulting services to individuals, institutions, and families across Canada since 2004. I am originally from New Glasgow, Nova Scotia and currently reside in Halifax. Outside the office, I enjoy spending time with my family. We all value an active and community-focused lifestyle. My interests include running, hockey, golfing and surfing and I am an active volunteer with a variety of charities throughout Nova Scotia.
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 is designed to help provide clarity both now and into the future.
The array of services I provide in consideration of these goals include:
- Investment strategies
- Retirement planning strategies
- Estate planning strategies
- Cash/risk management
- Business succession strategies
- Tax strategies
- Insurance strategies
I am licensed to trade in stocks, bonds, hedge and mutual funds, money market securities, segregated funds, annuities, and I am a Life Insurance Advisor with TD Wealth Insurance Services.
Once we have a complete understanding of your goals and objectives, we will work with you to build and implement a long-term strategy that focuses on your wealth management needs. During this process, we may have the opportunity to connect you with other TD Specialists who can provide professional advice in key areas that matter to you.