Portfolio Manager, CFA
Tel: (519) 258-2701
I have been an Investment Advisor in the Windsor area for more than 10 years. I am dedicated to building trusting and long-term relationships with my clients by taking the time to understand both them and their financial needs. A number of years ago, seeking an even more thorough knowledge of the investment landscape, I completed and continue to hold the Chartered Financial Analyst designation.
I live in Windsor along with my wife, Kara, and our two children, Nate and Claire. Claire is often busy with dance related activities while Nate is focused on training at the gymnastics club and studying the violin. As a family we enjoy traveling, going for bike rides, and watching movies together.