I have had a keen interest in the financial markets from a young age and have been a student of finance going back to 2004. I now bring that dedication and expertise to our professional, business owner, and high-net-worth clients through our practice at IG Private Wealth Management. I specialize in holistic planning and the high-net-worth field, which requires extensive knowledge of retirement & tax planning, risk management strategies, estate & legacy planning, and investment management. 

I earned a Bachelor of Science degree in Finance, and hold several industry designations. I am a CERTIFIED FINANCIAL PLANNER^® professional as of 2019, which is the world's most recognized financial planning designation and is considered the gold standard for the profession. I am also a Chartered Financial Analyst (CFA) charterholder as of 2023, and this is considered the highest distinction in the investment management profession. This combination of qualitative and quantitative skills gives me the expertise and confidence to properly advise our clients through the many financial aspects of their lives.

I believe our Private Wealth Management team offers unmatched service in our local area of Orangeville, Ontario, and I have the education and experience to fulfill our service promises to our dedicated clients.

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Since 1995, I have committed myself to building a successful financial planning practice based on great service and sound advice. Over that time, I have always followed through on promises made and tried to be proactive to clients' needs. I also committed to being a student of financial planning through ongoing education.

Today, I have built a successful practice where the majority of client relationships have lasted well over 20 years. I have achieved the hallmark designations within the planning industry including CERTIFIED FINANCIAL PLANNER^® in 1998, Chartered Life Underwriter in 2008, and Trust and Estate Practitioner in 2022.

I am proud to be part of a Private Wealth Management team that possesses an unmatched combination of experience and qualifications and provides our clientele with a comprehensive team approach to their retirement planning and wealth management needs. We specialize in working with business owners and individuals who are serious about their financial success and retirement planning with a focus on tax and estate planning.

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Since 2000, I have built a successful practice based on honesty, integrity, and professionalism.  My commitment and dedication to my clients, has been recognized through the many client relationships which have lasted more than 20 years.  

I enjoy working with high-net-worth individuals to help them achieve their goals through a holistic financial planning approach.  This encompasses wealth management, tax strategies, risk management, estate preservation and legacy planning.

I am committed to on-going education and professional development and over my career have 
achieved the CERTIFIED FINANCIAL PLANNER and Chartered Life Underwriter designations. These are the highest recognized designations in the industry and ensure that I am providing the highest level of advice to meet my clients’ complex financial needs.

I’m excited to be part of a Private Wealth Management team that possesses an unmatched combination of experience and qualifications and provides our clientele with a comprehensive team approach to their retirement planning and wealth management needs.

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I joined the team in 2021 and bring over 35 years of knowledge and experience in the financial services industry through various client service and managerial roles. My years of experience in customer service enable me to understand and embrace the importance of quality and professionalism in the delivery of our services. 

I play an essential support role to the team and am responsible for overseeing daily client administrative needs, ensuring that each client receives the exceptional attention they deserve.  

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