About

As a financial advisor, a retirement income planner and an Estate planner I have been blessed to work with many wonderful clients and their families over my 30+ year career. To help people achieve their financial goals and to be there for them during the very difficult times in life has been my life’s work. When you love what you do it isn’t really work, it's more of a calling!

I have been awarded and recognized both internally by the companies I work with and the industry as a whole which are proud moments but the greatest honours I have received are the deep trusting relationships I have built with my family, my friends and my clients. I have lived and worked in the Fergus area for over 25 years, married to my beautiful wife Beth and we have five children. I’m a big believer in giving back and I volunteer both locally and globally.

When I’m not working you will find me on a trail walking the dogs, in the garden helping nature or at the curling club trying to make the perfect shot.

"My goal is to work with individuals who also have a passion for being Happy, Healthy, Wealthy, and Wise, for the rest of our days, for the rest of our lives!" Quote by J. Lee Roberts

As a busy mom and having raised four children, I can appreciate you don’t always have time to take care of yourself or your financial affairs. My goal is to take the monkey off your back, create a plan that is individual and right for you at each stage of your life and be there to implement, pivot and adapt as life throws us curve balls all the time.

I have spent 20+ years working in the financial world, as a banker and a financial advisor. My extensive knowledge of the financial industry allows me to provide a wealth of knowledge to my clients. Recently, I obtained the prestigious professional designation of CERTIFIED FINANCIAL PLANNER^®, a designation that requires many years of education, training, and examination. I am pleased to be able to pass this knowledge onto my clients by designing financial plans that are relevant and achievable.

My career in Financial Services has been more rewarding than I ever could have imagined. My clients have become like friends and family. Soon after leaving the banking sector, I realized how much value I could bring through working with families just like my own. I am passionate about creating financial plans for my clients and building our relationships as we work together.

Life is busy, and your finances can be forgotten on the back burner. When it feels like there are not enough hours in the day or coffee in your cup, this is where I come in. I’m a firm believer in the idea that there is a connection between mind, body, soul and financial health. I work with my clients to create plans that take care of the financial area of their lives and enhance the others.

If I’m not in my office working on financial plans, or on the road meeting with my clients then you will find me in our chicken coop, on a walk with our fur-babies or deep into a good book! Any time spent in nature, with family, or laughing is time well spent.

I am so happy to be part of the team at Parallel!

Coming from a customer service and administrative background has formed a foundation for me to provide excellent client care, with a focus on personal insurance. I enjoy meeting with our clients to help them understand the insurance options available to them and provide them with solutions that are the most suitable for their situation. Insurance products are not all created equally and are not one size fits all.

When I am not taking care of our clients, I switch hats and take care of the "behind the scenes" at Parallel Financial.

If you don’t find me in the office, I probably have my nose in a book. As a pastime I also enjoy playing detective on topics that catch my interest. My dream is to one day have a hobby farm which serves as a sanctuary for unwanted and unloved farm animals who need a home!

As the newest addition to the Parallel team, my voice will most likely be the first one you hear on the other end of the phone. I hope you find it warm and friendly.

I am here to process administrative work, assist our advisors with meeting preparation and most importantly, ensure an excellent client experience. I pride myself on providing our clients with the best care that I can. I look forward to getting to know you!

My career has been varied – from private investigation and retail management to being a full-time mom, all of which has formed a basis for my work ethic and abilities.

If I’m not in the office, then I am probably at the rink, on the golf course or rugby pitch with one of my kids. You can also find me enjoying the outdoors, the company of friends and family or planning the newest project around the house.