Team Members

Our approach is simple; provide an exceptional client experience built upon a foundation of strong financial literacy and trust. This approach has served our clients effectively for well over a decade, and I take great pride in helping each achieve their sense of financial freedom. Above all, I am most grateful for the enduring relationships we have nurtured with our clients. It is truly a win-win situation.

With a passion for continuous learning, I'm committed to helping make your financial journey feel clear, approachable, and tailored to your life. I focus on translating financial concepts into everyday language so you feel informed and confident in the decisions you're making. No jargon, just real conversations. That said, I also enjoy connecting with clients who appreciate a more technical discussion. I hold the Chartered Investment Manager (CIM) designation and am a licensed Life Insurance Advisor with BMO Nesbitt Burns, which allows me to support a wide range of planning needs from foundational advice to more advanced strategies. No matter where you are at, I'm here to guide you with thoughtful, personalized support.

My young family and I have a passion for health, fitness, and travel. We love to explore new destinations along with friends while enjoying an active lifestyle!

Our approach stems from a holistic approach to investment advice, beginning with a fulsome wealth planning process and discussion on goals. We quarterback a team of experts that represent a full-service private wealth offering, including a specialized wealth planning team, to ensure we are bringing the appropriate partners and parties to the table depending on the unique scenario to provide expertise, advice and insight.

My journey through senior roles in the corporate banking and finance industry, equips me with an in depth understanding of financial analysis, at both a macro and micro level, translating well into financial analysis, holistic wealth planning and effective goals-based investment strategies. We recognize there are no cookie cutter solutions; over the years I have had the opportunity to work closely with business owners and high net worth individuals in advisory roles, gaining valuable insight into the unique needs, goals, and challenges each individual situation brings to the table. Acting as a trusted advisor, my focus is on guiding and helping clients feel confident with their investment strategy and decisions, regardless if you’re looking for clarity on the basics or enjoy diving deeper into strategy and analysis.

As a proud CFA Charterholder, which is widely view as the gold standard in the investment industry, I am well equipped to provide holistic advice on investment approach, and more technical details when the needs arise. Additionally, my unwavering commitment to transparent, open communication ensures consistent touch points, nurturing enduring relationships founded on trust and collaboration.

When not at work, spending time with my family in Elora, including three young boys. I also enjoy giving back to the community through various ongoing volunteer positions. When time permits (which is a rarity these days!), I enjoy staying active playing golf and hockey.

I began my career at BMO over 20 years ago, working as a Financial Services Manager with a strong focus on lending, investing, and banking. Candice and I have worked closely together for the past 7 years, building strong client relationships and ensuring a seamless experience. In my role, I support many account related items such as stock trades, account administration, tax forms, and day-to-day assistance with all your financial and account related inquiries. All of this combined to give me a holistic understanding of what it takes to provide well rounded support to clients.

I work closely with our wealth planning team to ensure you receive clear, timely answers and the best possible support. I'm deeply dedicated to our clients and truly value each relationship, striving to make every interaction a positive one. My goal is that when you hang up the phone, you feel confident, cared for, and leave with a smile!

Outside of work, I find joy in being near water, spending time traveling and cherishing moments with my family.