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: Consumers – The (not so) Little Engine that Could

May 30, 2025 - BMO Private Wealth

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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Weekly Strategy Perspectives: Riding Herd on a Budget Deal

May 23, 2025 - BMO Private Wealth

The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......

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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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