I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
- Charitable giving
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
<$100,000
Individual
MFDA
- Ontario