Over the years, I’ve been fortunate to work in senior positions with a number of industry leading organizations in Atlantic Canada. That experience has been invaluable in helping me to assist families and business owners alike in my Assante practice.
I’m a born number cruncher with a strong commitment to providing the best advice and service I can to an ever-expanding client base. Our team-based practice provides a lot of bench strength, which allows us to assist clients with a broad range of financial needs. My preferred areas of practice are wealth management, insurance and group benefit plans.
Not a day goes by without being able to see concrete examples of the impact that sound advice has on our clients’ lives. That’s what creates real satisfaction for me.
My main office is in Moncton, with regular travel throughout most parts of New Brunswick and Nova Scotia. I’m never too far away from a phone, including evenings and weekends!
When I’m not at my desk or on the road, I enjoy travelling, spending time with family and attempting to break 90 on the golf course. I’m also an occasional musician, horrible singer and a pretty decent chef.
Wealth Management is a complicated world. Give me a call and I’ll be happy to help navigate through the maze.