Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.

Services include:

Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License



Provinces Licensed In
  • Alberta
  • British Columbia
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario