I remember being 15 years old boarding a bus for a hockey tournament and my father handing me five twenty-dollar bills. I thought I was rich! Once seated on the bus, reality kicked in and I quickly realized I needed this "food money" to last me six days. As our trip began, I sat in my seat creating my plan to make it last. This is my first memory of a money lesson learned. While at university, I saved and invested my own money from the job I had and gave advice to friends to save and invest their money too. These experiences helped me understand that my professional life would be dedicated to helping others make better decisions with money.
I’m a CFP®, Certified Financial Planner, who loves working with families as their guide to help them navigate life’s financial transitions. I specialize in working with dentists, physicians and women who are the primary decision makers in their families. I believe my superpower is asking great questions, and asking enough of them, to understand and connect with the families I work with.
In my free time, I enjoy coaching girls’ hockey and volleyball, and sit on the investment committee of St. Thomas University. I live in New Maryland, NB with my wife Meaghan, and am a devoted father to two daughters, Mariama and Olivia.