Find a CEA

I am a Financial Advisor and Financial Planner who partners with a select number of families and business owners over the long term. I don’t offer one-off advice or transactional services. My work is built on lifetime partnerships — helping people make clear, confident financial decisions as their lives evolve.

I have been working in the financial services industry since 2009, I’ve had the privilege of working closely with a select number of families and business owners through moments that truly matter: building a family, growing or selling a business, navigating divorce, settling an estate, or transitioning into retirement. These moments are rarely just financial. They require structure, perspective, and calm decision-making — and that is where I focus.

I hold the Certified Financial Planner® designation and have also earned the Designated Financial Services Advisor (DFSA™) and Certified Divorce Specialist (CDS®) credentials. I pursued these designations intentionally, to ensure I have the tools, technical depth, and ongoing education required to guide families through complex life transitions with clarity and care. Financial planning, in my view, is a disciplined, evolving process, not a single event.

My approach is personal, thoughtful, and grounded. Planning conversations take place in my Richmond Hill office, at a kitchen table, or sometimes during a walk. The goal is always the same: to turn uncertainty into a clear, practical plan people understand and trust.

In addition to my client work, I serve as a Secondary Wealth Management Leader within the leadership team at Edward Jones, contributing to the development of advisors and the advancement of comprehensive financial planning and advice.

Outside of work, I’m a father to my daughter, Ariana. Being her dad continually reminds me that money, on its own, doesn’t create peace or fulfillment — clarity and purpose do. I stay physically active through soccer, tennis, and regular training, and I maintain a daily mindfulness and reflection practice. These disciplines help me stay focused, present, and steady — qualities I believe are essential when guiding others through important financial decisions. I believe the most effective financial planning connects structure with purpose and clarity. That belief shapes both how I live and how I serve my clients.

Welcome to the journey toward financial freedom! With over 15 years of experience in the financial services industry, I'm here to guide you with a gentle hand and a genuine connection.

As an Edward Jones financial advisor and a Certified Estate (CEA®) and Master Financial - Philanthropy (MFA-P™) professional, inclusivity and connection are fundamental to my approach. I believe in taking the time to understand your unique goals and dreams before charting a personalized financial strategy tailored just for you.

My personal journey as a two-time cancer survivor has instilled in me a deep appreciation for life's challenges and the importance of a holistic approach to all aspects of well-being, including finances.

Backed by the resources of Edward Jones, I offer unwavering support to help you navigate the complexities of managing your finances. Together, we'll transform any financial concerns into a roadmap for success, revisiting your plan regularly to ensure it aligns with your evolving goals and vision for the future.

My commitment to you goes beyond mere numbers—it's about transforming financial uncertainty into confidence. Let's start this journey together with a simple step—reach out to me via phone or email, and let's create a brighter financial future, together.

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.

As a Financial Advisor and a Certified Financial Planner® professional, I can help you navigate the complex world of finances. From helping you understand financial principles, to developing unique strategies based on your needs and the needs of your family, putting your goals and needs first will always be my top priority.

Over the years I have helped my clients by using an evidence-based approach to their financial situation. I have built my practice on a foundation of trust and transparency.
Whether you're just starting out and looking for the best way to plan for the future, or if you're looking for a more comprehensive strategy that addresses your retirement, estate, or business needs, we will work together every step of the way.

Together, we identify and prioritize your goals, put plans into action, and follow up on a regular basis to make sure your strategy adjusts to the changes in your life.

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’ve been helping people buy and sell real estate in the Fraser Valley since 2006. Over that time, I’ve learned that the job is rarely just about property. It’s about responsibility, timing, and making good decisions when there’s already a lot on the table.

When I work with Executors, my role is to simplify things. I understand that selling a home is often one small piece of a much bigger process, and that clarity, communication, and follow through matter more than hype. My job is to handle the real estate side thoroughly and professionally so you can focus on the rest of the estate with confidence.

I’m detail oriented, calm under pressure, and used to navigating emotionally charged situations with discretion. I explain things clearly, I don’t overcomplicate the process, and I keep everyone informed so there are no surprises. From preparing the property for market to negotiating terms and managing timelines, I treat the sale with the care it deserves.

In addition to nearly two decades of experience, I hold advanced negotiation training including a Master Certified Negotiation Expert designation and a Negotiation Mastery Certificate from Harvard Business School. In practical terms, that means I know how to protect value, manage competing interests, and advocate firmly while keeping transactions moving forward.

If you’re looking for someone reliable, straightforward, and capable of handling the sale properly the first time, I’d be happy to talk.