Minimum account size: <$100,000

We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.

I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.

I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.

We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.