I focus on working with clients to create long-term, personalized financial plans. I help clients achieve their wealth management goals and enhance and protect what is most important to them.  When we meet, I will listen to what matters to you and I will create a plan that is personalized to your time horizon, your risk tolerance and your investment objectives.  I will focus on the plan to help you reach your goals and not the influences we have no control over, such as market conditions or economic forecasts. 

I have over 20 years financial services experience and have obtained a Bachelor of Commerce (Honours) degree from the University of Manitoba and hold the Chartered Financial Analyst (CFA) designation.  

In my spare time, I like to spend time with my family, Ed and our four teenagers and two goldendoodles, and I enjoy exercising, golfing, cooking, travelling and spending time at the lake.