I help affluent individuals, professionals, business owners and their families to simplify and organize their financial affairs I accomplish this through providing comprehensive and customized financial planning solutions to build and protect my clients' wealth which supports the achievement of their life goals.

I began my career in the financial industry in 1998 spending over a decade working in the financial district of Toronto on Bay Street. Prior to joining CIBC Wood Gundy as an Investment Advisor, I worked at a leading Private Bank in Canada specializing in servicing the wealth management needs of affluent clients. During this time, I have built a successful and well respected business based on my knowledge, dedication and professionalism.

A native of Sarnia, I obtained my Honours Degree in Business Administration and Politics from Brock University in St Catherines. I also hold the Certified Financial Planner (CFP) and Certified Investment Manager (CIM) designations. In addition, I am licensed in life insurance as well as options and derivatives trading.

Born and raised in Sarnia, I live with my wife Liza and 2 daughters, Georgia and Fiona. In my spare time, I enjoy playing golf, hockey and exercising at the gym.

In my experience, all individuals have five (5) basic needs or concerns as it relates to investing:

• Capital Preservation – Reducing Risk of Investment Principal

• Rate of Return – Focus on After Tax Returns

• Service – Efficient and Accessible

• Reporting – Clear Communication

• Fees – Reasonable and Defined

Delivering on these five needs (and there isn't a 6th) allows me to build solid relationships with our clients and help them to achieve their financial goals.

I'd like to introduce you to my most powerful investing tool – Listening. At CIBC Wood Gundy, we believe in one to one relationships, because the only way that I can invest for your tomorrow is to know you today.

For expertise that's one to one, please call me at 519-332-1544.