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Education:
BSc (Biology), Dalhousie University
BA (Economics), Bishop's University

Specialties:
Investment Management
Tax Planning
Retirement Planning
Estate Planning

Mission Statement
To earn the privilege of becoming my client's primary financial manager by providing customized and proactive financial advice that is tailored to the needs of my clients.

Background
I was born in Halifax, Nova Scotia. I am dually licensed for investments and insurance services and have worked in the financial advisory/management business since 1998. I have held positions such as Branch Manager at a large independent investment dealer, and am currently an Investment Advisor with BMO Nesbitt Burns. I am an advocate of good health and enjoy all fitness and recreational activities.

As a graduate of The Williams School of Business (Bishop’s University) I obtained a Bachelor of Arts degree majoring in Economics. In addition I also received a Bachelor of Science degree from Dalhousie University.

I have completed a number of investment industry related courses, including Professional Financial Planning Course, Branch Managers Qualifying Examination, Managing High Net Worth and the Strategic 360 Course. I am a holder of the prestigious Chartered Strategic Wealth Professional (CSWP) designation.

Why should you do business with me?
Your satisfaction and "Peace of Mind” is my main priority. I deliver my service commitment to you and will provide the lifelong process of wealth management every step of the way. That is a promise.

BMO Nesbitt Burns
About BMO Nesbitt Burns

BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including award winning research. BMO Capital Markets has been named the best overall institutional equity research, sales and trading team in Canada, BMO ranked 1st for equity research quality and placed second for overall research franchise. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.