Find a CEA

Proudly
married to Susanne, together we share six children (three each from previous
marriage).

I
have been in the financial industry for the past twenty seven years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.

My
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.

Now,
with my new CEA designation, I’ll strive to help my clients in a new facet of
our industry.

I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible.  I also understand that my clients live in a time starved environment, and are often overwhelmed by information and most importantly desire excellent service.

Being an CEA is something I take great pride in, helping people through the tough times of settling estates can be emotionally draining and that's where I come in to help guide.

I am a Certified Financial Planner with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life Insurance products do not suit the situation, I refer the client to another professional.