As your trusted advisor, I focus on your values and ensure that your wealth strategy is aligned to them on your journey towards financial independence and a work-optional lifestyle.
Who we are
I am an investment advisor with over twenty-three years' financial services industry experience. I lead a team of highly skilled professionals to work with a select group of clients, primarily made up of successful business owners, professionals and retirees. Our proven process is the framework to how we help our clients achieve their wealth goals and live a work-optional lifestyle.
I graduated from the University of Manitoba with a Bachelor of Commerce (Honors) degree, majoring in Finance. I am married with two young boys who keep me active with their sporting activities and school fundraising programs.
I work closely with my TD Bank Group business colleagues including TD Wealth Private Banking, TD Commercial Banking and TD Canada Trust Retail banking. Please feel free to contact me for an introduction.
Who you are
My expertise is often sought out by incorporated professionals, business owners and retirees. I've had the good fortune of helping many of my clients transition from their working career to a successful and enjoyable retirement lifestyle.
I enjoy working with people who aspire to make the most of the life they're living; live with purpose, embrace each moment and look towards a rewarding and bright future ahead.
My unique approach
Over the years, I have developed and refined my proven and collaborative process. Through my exclusive wealth planning process, I help my clients achieve financial independence – for themselves and their loved ones. Within the process is the versatility to uniquely tailor it to each client's specific situation, ensuring the focus remains on helping them achieve their goals for financial independence and the work-optional lifestyle they may desire.