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, exercising, golfing, cooking, traveling and spending as much time as possible at the lake on the water.