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

Investment Strategy - November 2024

Nov 15, 2024 - BMO Private Wealth

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

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Consider tax-loss selling in your year-end planning

Nov 12, 2024 - BMO Private Wealth

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

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Five things to know about donor-advised funds as we head into the giving season

Nov 08, 2024 - BMO Private Wealth

As leaves descend from the trees in earnest, a new season is upon us – no, not fall, but rather what’s known as “the giving season,” which is highlighted by National Philanthropy Day on November 15, and Giving Tuesday on December 3....

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