“At its core, my work is about empowerment. When people truly understand their options, they make better decisions – and feel better living with them.”
I didn’t start out in finance. I started out trying to understand people.
Before wealth management, I worked in hospitality, studied sports psychology, and spent much of my early life immersed in sport – playing competitive soccer and hockey, coaching both, and working as a snowboard instructor. Athletics taught me discipline, resilience, and shaped how I think about progress: it happens when people feel supported, not judged.
I came to school later than most, at 24, and eventually pivoted into business administration where I discovered a natural aptitude for math. But more importantly, I realized financial planning offered a way to genuinely help people.
I began my career in financial services in 2000, shifting into wealth management as a Portfolio Manager and Senior Wealth Advisor at ScotiaMcLeod in 2005. Later I continued in the same role here at National Bank Financial, with a deepened focus on long-term planning and disciplined investment management.
Today, I help business owners, professionals, and families understand their relationship with money so they can make considered decisions. Advice only matters when people understand the trade-offs and consequences, so they can act with confidence. My role is to guide clients through their options so they can make decisions with clarity and – and look back on those decisions without regret.
My approach is grounded in financial planning first and investment planning second. We start with today’s reality, explore different scenarios and work collaboratively toward the future they want. I’m a deep thinker by nature, and spend time between meetings to reflect, refine, and stress-test ideas before bringing them back for discussion. I focus on making complex concepts clear, practical, and meaningful.
Money conversations can be uncomfortable, so I bring humour and non-judgement to the process. When people feel at ease, they’re more honest – and that’s when real progress happens.
Outside of work, I stay active in sports, play in local bands, and enjoy life with my partner and our blended family – consisting of three boys, two dogs, and a healthy dose of organized chaos. I also serve on the boards of local hospice and regional.