Born in Edinburgh, Scotland I moved to Canada in 1996 and have over 20 years of experience in the financial services and insurance industry.
My expertise focuses on the efficient and effective accumulation and distribution of wealth.
I specialize in assisting families, professionals and business owners with solutions designed to protect, as well as enhance their income and wealth throughout all stages of their lives, while ultimately passing it on as efficiently as they’d prefer to their families, charities or religious affiliations.
Working regularly with other professional advisors I bring integrated and strategic solutions to meet their client’s unique circumstances, complementing the excellent work that they deliver in the Wealth Management, Investment, Legal and Accounting sectors of our industry.
I am actively involved in volunteering my time to the Barrie Scotch Whisky Society and have also served as a Simcoe County board member for the Canadian Association of Insurance and Financial Advisors.