About us

Shortly after graduating from University I became an entrepreneur and have been one ever since. I have owned businesses in health & wellness and the food services industries. In 2012, I decided to follow in my father’s footsteps by becoming a Financial Security Advisor. In 2017 I founded my company Kingswood Financial. I pride myself on having my client’s needs and goals at the centre of all decisions and recommendations. Building long lasting relationships based on trust, integrity and mutual respect is the only way I know how to do business.

I am a founding member of Kingswood Financial and have been a Financial Security Advisor since 2013. I am experienced in providing wealth and estate planning strategies for families and business owners wanting to simplify their financial affairs and enhance their current lifestyle. When I'm not working with my clients, I enjoy various sports, but most of all, spending time with family and friends. I’m happy to help you towards financial independence.

With a strong passion for the financial planning process, my focus is creating and implementing comprehensive financial security plans and building long-lasting relationships with clients. Whether you are at the start of your career, starting a family, a business professional/owner or a senior, I understand that a healthy financial security plan is important. This is what drives me to help you succeed. Experienced in providing wealth and estate planning strategies, education plans (RESP’s) and employee health & dental plans, I’ll work with you to help build a sound financial security plan and protect what matters most. When not working with my clients, I enjoy spending quality time with my wife Lisa and our two daughters. Together we enjoy weekend hikes, biking, movies and listening to music.

Having been fortunate to have garnered experience within family-owned businesses, held management positions and worked with other businesses, I’ve realized there is a need to properly implement safeguards to protect families, business owners, and professional practices to create a legacy or succession plan.

Personable communication and focusing on the uniqueness of everyone has always served me well to encourage people to be open, trustful, and transparent. Being inherently optimistic and enthusiastic with a positive sense of humor has allowed me to build good relationships in an assured, diplomatic and poised manner. Strangers are simply friends I have not met.

My practice is predicated on my commitment to deliver well-thought-out and tailored estate planning strategies to help you maintain your lifestyle and protecting your future needs and goals. Fundamentally, estate planning should be designed with purpose-driven insurance solutions and prudent wealth strategies with sensible recommendations.