Whether you are looking for a financial advisor for the first time or you are thinking about making a change, I understand that making this decision is not easy. As with everything in life, trust has to be earned.

As a Wealth Advisor for ScotiaMcLeod, I work with individuals and businesses primarily in southern Ontario, but also across Canada and abroad. With over 20 years in the financial market, advising individuals, companies, investment funds and central banks, I have developed the knowledge and expertise necessary to manage wealth in this new global environment. 

At the end of the day, your financial situation is no different than that of any company. Your money is just as valuable and the planning towards your goals should be no less professional. When you hire an advisor to manage your finances, you are really hiring a CEO to be your quarterback on areas, from investments to insurance to estate planning to education planning. In fact, that person or team should be there to guide you through all financial issues in your life. That is where Wealth Management has evolved to and what you should expect.

I encourage you to learn more of my approach and philosophy through the pages on this site.  If you’re interested, sign up for my weekly newsletter .

My objective is to be your primary advisor and your partner, using my global financial experience today in order to help you achieve your personal goals for the future.