top of page
%20(1).png){kind=small}
.png){kind=small}
(1).jpg)
WHAT IT FEELS LIKE TO WORK TOGETHER
The luxury of
one less thing
to worry about.
You have a life to live. Keeping up with you investments and planning for the future shouldn't have to become another job.
01 /
You deal directly with me.
From your first conversation to your financial plan, investments and everyday questions, I'm your point of contact. You won't be passed between assistants or associates, or have to explain your story all over again.
02 /
I keep the conversation going.
I reach out regularly with updates, ideas and decisions worth discussing. I explain what matters, answer your questions and stay proactive as your life changes.
03 /
You have less on your mind.
I manage your investments and keep the bigger picture in view, helping you spend less time researching, monitoring and second-guessing, and more time doing what you enjoy.
THE EXPERIENCE BEHIND THE RELATIONSHIP
A strong foundation.
A personal approach.
I spent more than a decade split between TD Wealth Private Investment Advice and RBC Dominion Securities before building my practice with Designed Securities Ltd.
That experience gave me a broad foundation. Independence gives me the freedom to shape the service around the people I work for.
Staying curious, asking better questions and continuing to learn are part of how I work.
CFA
Chartered Financial Analyst
Investment analysis & portfolio management
CFP
Certified Financial Planner
Comprehensive financial planning.
CFC
Certified Financial Counsellor
Financial wellbeing & empowerment
MBA
Master of Business Administration
Carleton University, Change Management
BComm
Bachelor of Commerce
Saint Mary's University, Finance
A THOUGHTFUL APPROACH TO COST
Personal attention.
Exceptional value.
Experience, qualifications and extensive service should add up to real value for you. I keep my advisory fee low while making the relationship personal.
Investment management. Financial planning.
An ongoing relationship with me.
My annual advisory fee
0.5%
1.08-1.10%
Estimated average implied cost of advice.*
A PURPOSE BEYOND THE PORTFOLIO
Helping people is
the common thread.
In my practice, in my community, and in my studio, I want the work I do to make a difference.
.jpg)
01 / COMMUNITY
Durham Community Foundation
As chair of the board, I help support a stronger local community. My AAA Endowment Fund, held at the foundation, supports Art, Addiction and Athletics in Durham Region.
02 / FINANCIAL EMPOWERMENT
Helping more people move forward.
I served 6 years as chair of the Canadian Association for Financial Empowerment and became its first independent board chair to hold the Certified Financial Counsellor designation
03 / CREATIVITY WITH A PURPOSE
Will Paint for Donations
I create art, donate works and paint live to raise funds for charity. It's another way to connect with people and put creativity to work.
THE PERSON BEHIND THE PLAN
A life with room for more.
I played junior hockey in the OHL and professional lacrosse in the NLL. Those years shaped my appreciation for discipline, preparation and showing up for other people.
These days, you'll still find me playing hockey, out on a mountain bike, practicing yoga, reading or creating something. I like learning new things and making time for the things that make life feel full.
Your version of a good life will look different.
I'd love to hear about it.
.jpg)
bottom of page