Our Team

I am a Chartered Accountant and Certified Financial Planner with over 35 years of experience in the financial industry. I specialize in personal financial planning and strategic tax planning, and my professional designations reflect my expertise, strategic insight, and commitment to maintaining the highest professional standards in providing financial advice.

As a licensed financial advisor at Assante, I help clients work toward financial independence through integrated wealth planning, combining tax-efficient strategies with tailored investment solutions. I also support business owners by providing comprehensive financial planning that addresses both personal and business objectives.

In addition, I offer specialized tax and accounting expertise through my affiliation with RBW LLP, a local CPA firm. I take a holistic approach to financial planning, carefully considering each client’s personal and financial goals, and I am dedicated to simplifying complex financial matters to help clients achieve long-term security and peace of mind. Whether you are planning for retirement, saving for education, pursuing personal ambitions, growing a business, or building a lasting legacy, I provide guidance and support at every stage.

I graduated from Brock University in 2018 with a Bachelor of Business Administration and joined the Assante team the same year. I have held an advising role since 2020 and play a key role in supporting clients with comprehensive financial planning and guidance.

I am passionate about helping clients build a strong financial foundation for both the present and the future. I provide trusted advice tailored to each client’s needs and goals, whether that involves retirement planning, education savings, achieving lifelong objectives, or creating a legacy to ensure loved ones are financially secure. I am dedicated to guiding clients through every aspect of their financial well-being with expertise and care.

I am a finance professional with a strong background in client service and wealth management. After graduating from Brock University with a Bachelor of Business Administration (Finance), I began my career in financial services before joining CI Assante Wealth Management, where I gained experience in both corporate finance and wealth management.

In 2020, I returned to my hometown to focus on family and community and transitioned into an advisory role. My commitment to delivering high-quality financial guidance eventually brought me back to CI AWM, where I support clients and advisors with clarity, reliability, and a client-first approach.

I am currently completing my Certified Financial Planner (CFP) designation and am passionate about helping clients build confidence in their financial future. Outside of work, I enjoy an active lifestyle, including golf, sports, and health and wellness, and live locally with my wife and young daughter.

I have over a decade of experience in the financial industry, beginning my career with TD Bank in 2011 before transitioning into the Wealth Management sector in 2019. I joined Assante in 2020 and play a key role on our team, overseeing client onboarding and insurance services with a strong attention to detail, organization, and operational excellence.

I am passionate about delivering a seamless, positive client experience during the onboarding process, ensuring each transition is smooth, well-supported, and aligned with firm standards. I specialize in life, living benefit, and travel insurance and manage the insurance administration for our office, supporting accuracy, consistency, and a high standard of client service.

I graduated from Brock University in 2020 with a degree in Business Communications and joined the Assante team shortly thereafter. I play a key role on our team as Client Communications Specialist, supporting client engagement, communications, and outreach initiatives across the firm.

With a strong background in marketing, public relations, and digital media, I bring previous experience in the financial services industry, including managing client communications and social media platforms. My role has expanded to enhancing client relationships, supporting business growth initiatives, and maintaining accurate client information and accounts to ensure a consistent and high-quality client experience.

I graduated from the University of New Brunswick with a degree in Business Administration. My background in finance led me to work within the NGO sector, and my administrative experience spans real estate and international schools, both nationally and globally.

I joined the team in the spring of 2022 and play a key role in supporting the executive team through the administrative operations of the office. With a strong attention to detail and a commitment to exceptional client service, I help ensure client care and day-to-day processes run smoothly.