Our team brings together decades of experience in financial services, with a shared commitment to building meaningful client relationships and providing personalized guidance. We take a collaborative approach to understanding each client’s unique financial circumstances, priorities, and goals, helping them make informed financial decisions. Proud to call the Sunshine Coast home, we are passionate about supporting the community we serve.
CFP®, CIM®, FCSI®, PFP®, CEA, RIS
Senior Wealth Advisor & Portfolio Manager
I’ve had the privilege of helping individuals and families navigate important financial decisions and work toward achieving their long-term goals for more than 15 years. What I enjoy most about my work is building lasting relationships and seeing the positive impact that sound financial planning and prudent investing can have on people’s lives.
I provide comprehensive financial planning, portfolio management, retirement planning, and risk management. I believe every client has a unique story and that successful financial planning begins with understanding what matters most to them. By taking a holistic approach that considers investments, debt management, cash flow, and long-term objectives, I help clients build strategies that support the life they want to live.
As a Senior Wealth Advisor and Portfolio Manager, I work closely with clients to develop investment strategies that reflect their unique goals, risk tolerance, and financial circumstances. I oversee portfolio construction and make ongoing discretionary adjustments as markets evolve, helping clients stay focused on their long-term objectives.
I’m committed to lifelong learning and professional excellence, having earned several industry designations, including the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM®) designations. I believe ongoing education is essential to providing clients with thoughtful, informed, and relevant advice.
As a Toronto transplant, I’ve remained a loyal Maple Leafs fan, which has taught me patience, resilience, and how to manage expectations. When I’m not working with clients, you’ll often find me exploring the Coast with my wife, Valerie, and our French Bulldog, Julia, while enjoying the lifestyle that makes this part of the world so special.
Senior Wealth Advisor
My journey began over 35 years ago in financial services, when I recognized the impact financial planning and wealth management can have on a client’s life. Over my years as a wealth advisor, I have been privileged to work alongside my clients to help them achieve financial independence, peace of mind, and the ability to make confident, purposeful financial decisions.
Building trusted relationships with my clients is the most rewarding part of my work, and it drives me to help them navigate every stage of their financial lives. As a CERTIFIED FINANCIAL PLANNER® professional for over 20 years, planning is at the core of all I do. With a focus on holistic planning, I seek to understand what is most important to each client before offering solutions that are firmly grounded in their unique personal and financial circumstances. My greatest measure of success is helping my clients work toward a stronger, more secure financial position than where they started.
Driven by curiosity and a passion for learning, I strive to continuously adapt to new financial and market strategies to provide thoughtful, informed guidance and bring fresh, comprehensive insights to every conversation.
Beyond my career, being a parent, a business owner, and the primary care support for my late mom-in-law for many years has shaped my perspective. These lived experiences, in combination with my professional knowledge, help me better understand my clients’ situations, enabling me to empathize with them, help them navigate ever-evolving financial and lifestyle needs and make a lasting difference in their lives.
Volunteerism is an important part of living in our community. While our boys were growing up, my husband and I were very involved in their sports and extracurricular activities, from coaching to cheering them on, to supporting them through various fundraising opportunities. Through our involvement in sports, I’ve come to recognize that many of the opportunities made available to our boys were possible because of our great community, and for this reason, I continue to give back.
Enjoying all things outdoors, I am fortunate to call the beautiful Sunshine Coast home. Away from the office, you’ll find me sharing laughs with family and friends, walking in one of our many forest trails, out on the water, or playing golf (and hopefully pickleball in the not-so-distant future).
RIS
Senior Investment Associate
Originally from Ontario, I’ve been proud to call the beautiful Sunshine Coast my home since 1989.
I began my financial services career in accounting and, for the past 19 years, have focused in wealth services. I hold a certificate in Business Administration and have continued my education through the Canadian Securities Institute. My extensive back-office knowledge and dedication to providing an exceptional client experience position me as a valuable member of the wealth advisory team.
When working with clients, I endeavour to replace uncertainty with clarity and confidence. My goal is to make a meaningful difference by simplifying concepts and procedures so they can navigate their goals with clear and straightforward guidance.
I deeply believe that volunteerism and service are what makes a community flourish. My connection to the Coast has been deepened by serving on various boards and organizations, including the Red Cross, Emergency Social Services, the Legion, and local astronomy club.
Outside work, my partner and I love staying active with tai chi and keeping up with our two grandchildren. You can also find me line-dancing—a passion of mine for over 25 years—or looking at the night sky through my telescope. If we ever go for a walk in nature together, be prepared for me to point out every interesting flower, moss, and cool-looking rock along the way!
