I specialize in helping individuals and families gain confidence in their finances. With over a decade of experience in the financial services industry, I began my career in various support roles before becoming an Investment Advisor with a major bank in 2013.
In 2023, I made a significant decision to join Investment Planning Counsel, a firm that aligns with my values of prioritizing customer needs, emphasizing comprehensive planning, and valuing independence.
I firmly believe in fostering open dialogues to truly understand my clients' unique situations and provide personalized guidance. Continuing education is a top priority for me.
I have earned the Chartered Investment Manager (CIM) designation and am actively working towards obtaining the Certified Financial Planner (CFP) designation to enhance my knowledge and expertise.
Beyond my professional life, I find great joy in spending time with my wife, Eunice, and our two energetic young sons. We love engaging in outdoor activities like hiking, camping, skiing, and cooking, as these experiences not only bring us closer but also teach valuable life lessons.