After over a decade advising some of Canada’s largest pension funds and investment firms at the Boston Consulting Group and now with Fuse Strategy Partners, I realized the people I care most about — friends, family, and peers — often felt lost navigating their own big financial decisions. So I decided to do something about it.

Today, I help families, small business owners, and pension plan members make confident, informed decisions about their money — whether it’s saving and investing, evaluating pension options, or building a long-term financial plan. I combine a structured, client-first approach with a genuine passion for personal finance. (Yes, I’m the kind of person who reads tax books for fun.)

I hold a Commerce degree from Queen’s University and an MBA in Finance from Northwestern. I’ve completed the Qualified Associate Financial Planner™ (QAFP™) coursework and will apply for certification upon meeting the work experience requirements. I’m committed to offering truly unbiased, advice-only financial planning — no product sales or conflicting incentives, ever.

I am a proud Maritimer now living in Ontario, in my spare time you might see me with family in tow exploring biking trails near and far.

More than anything, I love seeing people feel confident, capable, and in control of their financial future. My goal is to listen, simplify, educate, and help you chart a course that fits your life.

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