Experience and Background
At Edward Jones, we pride ourselves in partnering with families to help them achieve their long-term financial goals. We have built our business on the idea of treating families in our community like our own – an ideal that holds true in any marketplace.
I became an Edward Jones Financial Advisor in 2013 – the firm’s small town heritage and personable values truly resonated with my personal heritage and values growing up in the small town of Princeton, Ontario. Although we are a large firm, the families we serve in our community receive a personal touch at every point of communication. Here at Edward Jones, you mean a lot more to us than just an account number.
Whether you are planning for retirement, saving for education for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We use an established process to create personalized strategies by partnering with you throughout your lifetime, and truly discovering what’s important to you and your family.
I currently hold several roles on our Region’s Leadership Team, which consists of over 50 branch teams across Southwestern Ontario. Our Leadership objectives are all centered on one common theme – improving our experience at Edward Jones in order to deeply serve more Canadian families.
I live in Burford with my beautiful wife Lindsay, our new son Joshua, a Chocolate Lab named Deacon, and our cat Marlee. In our spare time, we love to spend time with family and friends, snowmobile, and travel the world.
Burford Insurance Brokers