Phone: 905 272 3900 ext 24
I grew up on a small farm just outside Sudbury, Ontario, where my parents taught me at a young age the value of hard work. Whether it was cleaning the horse’s stall or helping my dad do work around the yard, my parents always made sure I did my part.
After completing my bachelor’s degree at Carleton University, I made the decision to move to Toronto to pursue my career in wealth management. After completing my CFA® designation and years of working at various banks, I joined Raymond James Ltd. in 2017.
I have a passion for helping my clients achieve their financial goals and I pride myself in being an expert resource for all financial matters. In my spare time, I enjoy spending time with my wife and kids at the cottage. After all, I grew up in the bush and will always have a passion for the outdoors.
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No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.