Originally from Canada, I bring 25 years of experience in the financial services industry, serving my clients all over the United States. During that time, I have built relationships with multi-generational families who have entrusted me with a wide spectrum of their long-term financial needs. I am committed to delivering innovative, creative, high-quality and value-added products and services to help my clients achieve their goals. Now more than ever in today’s fast-paced world, I believe it is important to take the time to listen, learn and understand each of my client’s unique investment pictures whether that be retirement, change of job, marriage and the welcoming of children, an inheritance, or dispersing an estate.