I have had a keen interest in the financial markets from a young age and have been a student of finance going back to 2004. I now bring that dedication and expertise to our professional, business owner, and high-net-worth clients through our practice at IG Private Wealth Management. I specialize in holistic planning and the high-net-worth field, which requires extensive knowledge of retirement & tax planning, risk management strategies, estate & legacy planning, and investment management. 

I earned a Bachelor of Science degree in Finance, and hold several industry designations. I am a CERTIFIED FINANCIAL PLANNER^® professional as of 2019, which is the world's most recognized financial planning designation and is considered the gold standard for the profession. I am also a Chartered Financial Analyst (CFA) charterholder as of 2023, and this is considered the highest distinction in the investment management profession. This combination of qualitative and quantitative skills gives me the expertise and confidence to properly advise our clients through the many financial aspects of their lives.

I believe our Private Wealth Management team offers unmatched service in our local area of Orangeville, Ontario, and I have the education and experience to fulfill our service promises to our dedicated clients.

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