With over 25 years’ experience in the investment management industry I am passionate about helping my clients and their families achieve their personal financial goals.  Using the Heritage Formula, a structured and disciplined approach to building an investment program, my objective is to not only create wealth but maintain it through generations. Since 1993, I have been working as a financial advisor focusing on building true Pension Style Portfolios using private investments such as real estate, along with publicly traded stocks and bonds.

I hold a B. Sc. from the University of Guelph, Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.  In keeping with my focus on retirement income planning, I have my Certified Professional Consultant on Aging (CPCA) designation.  In 2016, I decided to move to the next level as a Portfolio Manager allowing me to practice discretionary asset management. I completed the rigorous courses needed to meet the Chartered Investment Manager requirements and in 2017 became a Portfolio Manager.

I feel that in any industry lifelong learning is essential to honing your craft to better serve your clients.  But in the fiduciary investment space it is imperative because we are responsible for controlling not only our client’s financial destiny, but also of their subsequent generations. I am honoured to have had the privilege of working with clients through four generations.

My wife Andrea and I, along with our three grown children enjoy sailing, hiking, reading, travelling and as Swiss Canadians we love to ski.

I enjoy meeting new people every day.  I feel like everyone has a unique story and experiences to share, and I am always honored when they share them with me.

My career in the investment industry started at Investors Group 20 years ago as my first job out of University. I also spent some time at full-service brokerage firm TD Waterhouse prior to honing my passion as a special events and fundraising specialist at St. Joseph’s Healthcare and Hamilton Health Sciences Foundations.  This was a very rewarding environment, which afforded me the opportunity to meet not only many incredible community leaders, but also the patients that benefitted from and were the source of inspiration for my work.

I have been back in the investment industry for over 7 years and am thrilled to be working at the Ancaster branch of Mandeville Private Client with Doug Beck, Rob Anderson and Phil Metrailler as the newest member of their team. I enjoy meeting our clients and prospects and thrive on creating an outstanding experience for every one of them. Mandeville is a dealership that prides itself on being different.  The Heritage Group in Ancaster shares that passion to deliver an unparalleled client experience and I want to be a big part of that process.

Outside the office, I am a busy Mom of 4 children - 2 boys and 2 girls. My husband Will and I spend a lot of time at hockey, basketball, dancing and gymnastics. We love to travel and create exciting experiences for the kids that will hopefully last a lifetime.

Since entering the financial services industry in 2002, I have been passionate about providing independent, client-centric advice, focused on insurance and estate planning.  In previous roles I’ve had the opportunity to work alongside some of the best insurance minds in the industry, supporting them as they serve their clients and honing my skills.  Aside from benefiting me, this ongoing commitment to personal development is an asset I bring to the boardroom and kitchen table alike, adding value to the lives of those I work with. 

My experience as an insurance professional has taught me to hear conversations a little differently - not only gleaning the facts of every unique situation, but ensuring an intimate understanding of the emotional elements as well.  This helps formulate effective solutions and guides an informed decision-making process.  My expertise includes both corporate and personal insurance as well as estate planning. 

When not at work, I stay plenty busy with family.  My wife Michelle and I have 3 amazing little ones to share our lives with.  Aside from taxiing them between swimming and skating lessons, we cherish time spent outside exploring the local conservation areas.  There’s always lots on the go, but we love it.  I enjoy mountain biking in all the great trails near our home and playing hockey with the guys in the winter. 

Everything I do is guided by my personal mission statement which is to ‘consider others more significant than myself.’  Not always easy, but definitely rewarding.