About me

The world is a complicated place. Understanding your investment and insurance needs shouldn’t be. However, you need a financial security advisor with the experience and expertise to help you meet your financial goals.

That’s where I can help.

For the last 30 years, including more than 10 as a financial security advisor, I’ve focused on meeting client needs and developing high standards of customer care.

This includes several years as a top-level associate under Eric W. Holt & Associates Financial Services Inc., where I’ve rubbed shoulders with some of the top advisors in Canada. Add in 20 years of service-based careers – including plywood and hardwood distribution, digital printing and home landscaping services, and you have someone you can count on to provide superior service.

You can also count on my expertise when it comes to the financial services industry, too. Recently, I was selected as one of 11 advisors in eastern Canada to participate in NGSG: a think-tank study group, established to provide insight on changes within and surrounding the industry. I’ve also been a member of Advocis, the Financial Advisors Association of Canada, since 2007.

All this has helped me adapt and keep informed about our rapidly changing Canadian culture.

I’ve worked with many clients over the years, so I know many of the highs and lows that life can throw at you: I’ve worked with lottery winners, those affected by market crashes and clients with terminally ill family members. You need to know, there is no way to predict tomorrow, only to prepare for it.

As your financial security advisor, my role is to educate you on financial planning. I’m here to help you prioritize your immediate needs so that you can make the important informed decisions you need to help protect your family, your business and yourself from life’s events.

Let me help you achieve your life and financial goals!