Address1127 Barton Street
Thunder Bay, ON P7B 5N3
My BackgroundFor over 22 years, I have specialized in wealth management for individuals, families and institutions that are serious about their financial health, now and in the future. I strive to simplify my client’s financial situations by designing a financial plan; constructing a customized investment portfolio; and reviewing risks to their financial future. Our team provides consistent service, accurate reporting as well access to a wide array of innovative tools and investment solutions. We work closely with our local team members, as well as expert resources within BMO Nesbitt Burns to provide Wealth solutions. I hold a Personal Financial Planner and I am a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. I also hold a degree of Bachelor of Arts and Bachelor of Education from Lakehead University. I have been active in the community sitting on boards such as Northern Cancer Research Foundation, Thunder Bay Country Club and founding chair for the Bell Motorcycle Ride for Dad. Most recently, I am involved in activities associated with my two children. I am an active volunteer for the Port Arthur Minor Hockey Association, Bulldogs Hockey, as well as sitting on the Amethyst Harbour Board of Directors as the Sports Committee Chair.
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