Profile I received a Bachelor of Business Administration from the University of Prince Edward Island in 1997. My career began at PricewaterhouseCoopers in Charlottetown and I completed an assignment in Boston, Massachusetts while with the firm. I received the professional designation of Chartered Accountant in 2002 and am a member of the Institute of Chartered Accountants of Prince Edward Island. Prior to joining BMO Nesbitt Burns, I spent six years at Prince Edward Island Business Development Inc. managing all aspects of a province-wide loan portfolio.
I reside in Stratford with my wife Sonya and two beautiful daughters, Kaitlin Rose and Emma Grace.
I enjoy being involved in my community and am currently the Treasurer of Zion Presbyterian Church as well as Chair of the Professional Development Committee for the Institute of Chartered Accountants of Prince Edward Island.
Mission Statement I am committed to a personalized approach that begins with understanding your goals and dreams. I develop lasting relationships built on trust where I simplify the financial planning and investment process for you and your family.
Service Excellence I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.
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