I joined Union Securities in January 2011 after spending almost 2 years at Byron Securities.  Prior to Byron, I was advising investors for over 8 years at BMO Nesbitt Burns and have been in the industry for over 13 years.  During this time, I helped navigate clients through the last two major market declines and assisted in transitioning their financial goals as their personal and financial circumstances changed.  My experience in advising clients through turbulent markets, using a risk controlled approach to wealth management, has been reflected by virtue of my client base now including many second generational families.

Please be advised that I am registered as an investment advisor in the provinces of Alberta, British Columbia, Nova Scotia, Ontario, Quebec and Saskatchewan. Visitors to my web site who use the “Talk Now” and “Text Now” feature are advised that I may not solicit or provide investment advice to potential investors in the U.S. or those Canadian provinces that are not listed above.