CIM®, RRC, CFP®
Senior Investment Advisor, Senior Financial Planner & Associate Portfolio Manager
I joined the Wagner Investment Team in 2018, following 20 years of experience in the financial services industry.
My passion is planning, which I believe is the foundation of financial success. Many years of helping clients build their financial plans has taught me that goals can be achieved more quickly by working in partnership with a professional. What makes me happiest is watching the sense of relief that comes to clients when they have a well-thought-out strategy.
Outside the office, I enjoy spending time with my spouse Darren and son Aidan. As a family, we enjoy getting away to our family cabin.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.