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As an investment advisor, I work with my clients to understand their financial and personal goals, risk tolerance and preferences, to create customized financial plans and investment strategies. Ongoing communication, trust, and portfolio reviews as markets fluctuate, have been the foundation for lasting relationships with my clients.

I have a wealth of experience in both financial planning and accounting. For the past 20+ years I have been a member of CIBC Wood Gundy with the Jerusalim Financial Group.  I am a Chartered Investment Manager (CIM) as well as a Certified Public Accountant (CPA Colorado) and these designations have allowed me to design successful investment strategies that take into account tax implications. Before this, I spent five years working in a public accounting firm specializing in small business and real estate.

My undergraduate studies include a Bachelor’s Degree in Finance & Economics from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.

My wife Jessica, and I, love to travel and spend much of our free time with our three children in the hockey rink and on the soccer fields.