For over 20 years, I have worked as an investment advisor for families in the greater Barrie community. Being an investment advisor is more than simply a job. Rather it is a passion that I have had for as long as I can remember, and I love what I do. I thoroughly enjoy working with families to develop a plan for their financial future, and I take pride in the fact that many of my clients have chosen to remain with me since day one.
Having been brought up on a farm in the Barrie area, the lessons of investing, saving for the future and an emphasis on personal relationships are not jst important to me, but are the very principles which have guided me through both my career and my life. I have become even more focused on researching and monitoring investments and strategies to ensure an sustainable financial future for generations to come. I regularly invest my own family's money in the same investments as my clients.
Every client has their own personal story and I am wholeheartedly committed to making sure that story is underpinned with the financial security necessary to ensure success for everyone's future.
I love spending my off hours with my two daughters, Claire and Charlotte and my wife Tami on our family farm.