After over a decade advising some of Canada’s largest pension funds and investment firms at the Boston Consulting Group and 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 the Qualified Associate Financial Planner QAFP® designation, a Commerce degree from Queen’s University and an MBA in Finance from Northwestern. 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 and my family on the golf course or 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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