Experience life without financial stress.


"I believe that clients deserve to live without the stress of wondering if they have enough resources to achieve their goals and live their lives as they would like to. What drives me is helping them make sense of what they have and understand what it means for their future. Clients need clarity amidst the noise of the world and insight into how it impacts their finances and savings."


With almost 30 years of experience guiding families to stay on the correct path to financial success, I assist a select group of families in Kitchener-Waterloo and throughout Southwestern Ontario to manage their investments and plan proactively to achieve their goals.

My customized investment strategies emphasize preservation of capital and long-term growth. My team and I will also work with your lawyer and accountant to ensure your retirement and estate plans for wealth transfer are in good order.

Through personalized advice, we can help you to ensure you have enough resources to live as you want to, help you to make sense of what you have and understand what it means for your future, and bring clarity amidst the noise and insight into how it impacts your finances.

With vision for the big picture and a sharp eye for details, we will work closely with you to ensure you are well prepared and confident in your financial decisions for your family’s future.

Recent Publications

Weekly Strategy Perspectives: Guest Feature – Fixed Income in Focus

Apr 18, 2025 - BMO Private Wealth

The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......

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Weekly Strategy Perspectives: After ‘Liberation Day’ What Now?

Apr 11, 2025 - BMO Private Wealth

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

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Inheriting family wealth: How to prepare

Apr 10, 2025 - BMO Private Wealth

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......

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