I have spent the last 12 years helping families in the Waterloo Community better understand their financial goals and develop strategies to help achieve them. Our ideal client experience includes getting to know what's important to you, and then using our 5-Step Process to tailor a strategy specifically to your individual needs.

We best serve clients who are looking to create strategies to help them build retirement wealth or retirement income streams. Our 5-Step Process allows us to customize a strategy unique to each client.

We are committed to changing the lives of families in our community by helping them realize a work-optional retirement lifestyle.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Coaching Sports
  • Golfing
  • Health & Nutrition
  • Personal Fitness
  • Hockey

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More