As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.
My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy a position as a Wealth Advisor.
My credentials include B.Comm., PFP and CIWM.
As a Wealth Advisor, my role is through a deep discovery process, help clientele formulate a plan of address for their finances and wealth. Together, we will prioritize their needs in the short term and long term, addressing concerns pertaining to their finances and wealth. During this process, I hope to discern what is truly important to the client, and may even address issues and concerns they may have overlooked or may not have been aware of. The next step is to assemble a team of professionals from the many departments at my disposal, ranging from private banking, investment management, private trust, will & estate lawyers, and commercial bankers, to fully address all the clients' concerns, and to formulate a truly holistic plan incorporating the many aspects of our clients' lives. During the execution process of this plan, I co-ordinate the various individuals from multiple departments, and represent the link to the clientele. This helps to ensure the client remains the focus of our efforts, and each department conducts themselves in the best interest of the client.
I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:
My purpose and my passion is to provide you with world class service that conceptualizes your dream of financial freedom and illustrates how to make your dream a reality. My focus is to make a difference in the work I do to help you get there.
I've been in the financial services industry for 15+ years and I realized my passion for finance and investing early on in my career. Helping my clients achieve their financial goals is one of my most rewarding experiences and it is what brings me the most joy.
As an Edward Jones Financial Advisor, I believe it’s important to invest my time to understand what you’re working towards before you invest your money. Working closely with you, your accountant, lawyer and other professionals, I will help you build a financial strategy that is unique to you so that you can achieve your long-term goals and dreams - one that puts you on track to achieve your goals and the retirement you envision.
I'm supported along the way, Edward Jones has thousands of people and advanced technologies supporting our office so that we can help you reach your long-term financial goals and create a roadmap for success. Like any journey there are ups and downs and I'll be by your side every step of the way. We will revisit your financial strategy on a regular basis to help ensure it still aligns with your goals and vision for the future.
I provide the investment strategies, services and tools to assist you in working towards your financial future.
Starting the journey is simple – it all begins with a phone call or an email.
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.
Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.
I am a Certified Senior Advisor and LLQP licensed.