Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted regional professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.
Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative and we recognize that your dreams and goals are as important as the assets that will help you realize them.
I joined Investors Group in 2002 and served as a Division Director (Branch Manager) in the Newmarket Region from September 2005 to December 2016. In 2017 I transitioned out of the Division Director role allowing me to focus exclusively on financial planning for the client families in my practice. I've held the Certified Financial Planner (CFP) designation as administered by the Financial Planning Standards Council since 2008. I'm also designated as a Registered Retirement Consultant (RRC). Prior to joining Investors Group I lived abroad playing professional hockey. In my personal time I enjoy reading, movies, men's league hockey and golf. I'm also a year round member of TIFF.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
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