BUSINESS PROFILE
- Drawing on a strong foundation in mathematics, education, and financial advising, I am committed to helping individuals and families build confidence in their financial future. My goal is to understand each client's unique needs, answer their questions, and develop personalized strategies that support their long-term goals.
- My experience as a secondary school mathematics and chemistry teacher taught me the value of education, trust, and clear communication. Today, I bring those same principles to my role as an Investment Advisor, helping clients make informed decisions and providing guidance as they work toward financial security for themselves and their families.
PERSONAL PROFILE
- I have spent my whole life in Kingston, even attending post-secondary school here at Queen’s University where I graduated with distinction, earning an undergraduate degree in mathematics and health studies in the Concurrent Education program before completing my Bachelor of Education. After teaching mathematics and chemistry for 5 years, I made the decision to join Professional Investments, a business started by my grandfather in 1984 and later joined by my father and uncle. Today, I am proud to be part of the next generation alongside my three cousins, continuing a family tradition of helping clients protect and grow their wealth for the future.
SERVICES
Investment Advisor