Born and raised in Peterborough, I'm deeply committed to serving the financial needs of our community. My journey in financial advice began after graduating from Trent University, and I'm proud to now be raising my own family here with my wife and two daughters.

Over my career, I've intentionally built a practice that integrates accounting, tax services, financial planning, insurance advice, and investment management. I firmly believe that understanding all these interconnected pieces of your financial life provides a much clearer picture, allowing me to offer more insightful and effective advice tailored to your unique situation. My goal is to provide you with clarity, confidence, and a holistic approach to managing your financial future.

My credentials reflect my dedication to providing the highest level of service and expertise. I hold a Bachelor's degree from Trent University and am a designated Chartered Professional Accountant (CPA), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP). I was also honoured to be named to FP Canada's President's List for achieving the top score in Canada on the 2022 CFP final examination.

Beyond my professional life, I cherish the opportunity to enjoy the natural beauty of our region. You'll often find me hiking or biking on local trails, or paddling my canoe on nearby lakes. And like many Canadians, I'm also an avid hockey fan.

I believe that strong financial planning is about more than just numbers; it's about enabling you to live the life you envision. Let's work together to build a secure and prosperous future.