Our Team

Born in Halifax, Nova Scotia, I am a lifelong resident of the Halifax-Dartmouth area. I was educated through the Dartmouth school system before attending Saint Mary's University for my post-secondary education.

Following my graduation from Saint Mary's University, where I received a Bachelor of Commerce with a double major in Finance and Marketing, I entered the investment industry with the desire to help clients achieve and exceed their goals.

Now, thirty-plus years into my career, with the knowledge acquired through years of experience, I continue to educate clients on the pitfalls of the market and how we can plan accordingly for their future.

If you have interest in working with myself and our team, please reach out. We are here to offer investment insight and financial guidance to those who are willing to take the time and want to own their tomorrow.

Born in Halifax, Nova Scotia, I am a lifelong resident of the Halifax Regional Municipality. During my youth, I attended the Halifax Grammar School for all my pre-post secondary education before attending both Dalhousie and Saint Mary's University.

Following graduation from Saint Mary's University, I took on a role at TD Insurance as an Insurance Advisor. While there, I educated clients on the benefits of general insurance and how it can be used to minimize their risk exposure. It was during this period that I discovered my passion for helping clients protect what they value most.

Now, as an Investment Advisor, I look to build on this passion by providing insight into how specialized investment strategies, incorporated with the proper financial plan, can help individuals achieve their life objectives while also protecting their assets when the unforeseen occurs.

If you wish to work with myself and our team, please reach out by phone or email. We aim to provide our clients with the opportunity to own their tomorrow and would love to work with those who are willing to take the time to plan accordingly.