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I have the background and professional experience to deliver a full range of services for your investment and retirement needs as well as your estate and tax planning requirements. A graduate of Dalhousie University, I have a Bachelor of Commerce and a degree in Economics.
Before joining ScotiaMcLeod, I received my Life Agents License through the Canadian Association of Insurance and Financial Advisors. With an ongoing commitment to education, I have earned the designation of Certified Financial Planner. When not working, I volunteer my time and experience to a number of community based organizations.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I have helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
7 Inglis Street
2nd Floor
Truro NS
B2N 5C6
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Additional Team Members:
Marcia Morse,
Administrative Associate
902-896-7733
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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