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Purposeful Wealth Planning Starts Here

As your investment advisor, I’m here to help you make confident financial decisions that support today’s priorities and tomorrow’s opportunities. Whether you’re planning for retirement, growing your investments, or establishing your family’s financial future, my team and I will work with you to turn your goals into a clear, actionable investment plan

Why invest with an advisor?

The investment industry is evolving at a rapid pace. With financial influencers on social media and investment apps on your smartphone, it may feel like there is an abundance of information at your fingertips. It can be tempting to take a “DIY” approach to managing your wealth. It can also be overwhelming and risky.

It's important that your money is handled with the care, attention, and expertise offered by a financial institution such as CIBC Private Wealth and its Investment Advisors. Investment Advisors blend the knowledge of market trends and the nuances of various industries with current global political and economic landscapes in order to make strategic and informed recommendations for your assets.

Investing with us means that you and your family receive the individualized attention you expect to safeguard your future, and the confidence that comes from knowing your assets are managed by experienced professionals.

Meet our team