Portfolio Manager, CFA
Tel: (519) 258-2446
I have been an Investment Advisor in the Windsor area for more than 9 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 continues to hold the Chartered Financial Analyst designation.
I live in Windsor along with my wife, Kara, and two children, Nate and Claire. Originally from a small town in Alberta, it is important to me to have the opportunity to contribute to my new community. That interest has led me to serve on the Board of Directors as Treasurer of the United Way Windsor-Essex County.