Find a CEA

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.

Graduate of University of Windsor School of Law

* Member of Law Society of Ontario; 

* Certificate in Dispute resolution from Osgoode Law School

*LL.M (ADR) Osgoode Law School

* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes

*  Certificate in Elder Law Osgoode Law School

* Extensive experience in Wills, Estates, Powers of Attorney 

* Family and Elder Law Mediation 

I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs. 

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.

I am expertise on Retirement, Education and Investment planning.