CEO / Certified Financial Planner®
Mutual Fund Representative – Investia Financial Services Inc.
Licensed Advisor / Insurance Agent
Originally from North Bay, Ontario, I made the scenic move to St. John’s, Newfoundland in 1993. I now call Torbay home, where I reside with my family. I decided to make a career in the financial services industry in 1997.
Throughout my 25 plus years in the industry, I have honed my expertise earning coveted designations including Certified Financial Planner®, Chartered Life Underwriter and Certified Health Insurance Specialist. As an active member of Advocis (the Financial Advisors Association of Canada), I’ve been instrumental in advocating for positive change within our industry.
What sets me apart is my unwavering commitment to independence. As an independent advisor, I strive to deliver impartial solutions tailored to meet the unique needs of families across Atlantic Canada and beyond. Together with my dedicated team, I empower clients to secure their financial futures and turn their dreams into reality.
In addition to my professional achievements, I’m a firm believer in maintaining a balanced lifestyle. Outside the office, you might find me exploring the rugged landscapes of Newfoundland on my motorcycle or tinkering away in my garage, restoring and fixing sportscars.
I believe in embracing life’s passions, and pursuits, and I’m committed to bringing that same enthusiasm and dedication to helping you achieve your financial goals. I am committed to fostering genuine connections and understand that your personal aspirations are paramount to achieving financial success.
Let’s embark on this journey together and turn your aspirations into a reality.