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BSSc. (Economics), University of Ottawa, Ottawa, ON
Certified Financial Planner (CFP)
Canadian Investment Manager (CIM)
Financial Management Advisor (FMA)

Languages Spoken:
English and French

Complete Financial Planning:
Investment, Education & Retirement ,
Estate, Tax & Insurance Analysis
Transition & Wealth Management
Stocks, Bonds, & Mutual Funds
RRSPs, Investments & TFSAs
Pension Plans (IPPs) & Professional Corp. Accounts


Access à notre site francophone


Personal Profiles

With over 20 years of experience in the financial services industry, I will use my solid financial background and experience to assist you and your family make your money work harder.

While protecting your interest in an unbiased fashion, I believe that personalized investment strategies supported by tailored, clear and objective financial planning will help you achieve your financial goals with complete peace of mind.

I am committed to providing you with the personal attention you deserve, complete follow through with what we decide and timely follow-up.

My assistant, Gina Davis, has been working in the financial services industry for over 15 years in a variety of capacities. Her work ethic and experience allow her to provide us with best-of-class information and support.


My Investment Philosophy


My mission is simple: Using our extensive resources and our various team specialists, I will provide you, with the best, competitively priced product and services, tailored to your needs. And I don't just say it, I'll back it up with our Charter of Client Rights and Client Responsibilities. Bottom line is an unwavering customer-first approach.

My Motto: Client focused in providing service excellence!


"Discover how choosing the right investment advisor can make the difference in helping you reach your financial objectives."

If you are concerned about preserving and growing your wealth please contact me so you too can benefit from my experience: