I grew up in a family business in an industry where we never lacked competition. This is when I learned stellar service is what makes all the difference and that if you deliver what you say you will, people come to trust you and believe in you. Those life lessons set me up for success as a Wealth Advisor.
Throughout my career, I’ve enjoyed working with business owners, professionals and retirees – people who are consumed with building and pursuing their life’s ambitions. I am technically oriented and like structure but, having raised three daughters, I also became a good listener of heart-centred conversations. Those combined skills have been key to intimately understanding our clients’ needs, translating complex information into easy to digest, understandable information and delivering personalized experiences.
I have enjoyed the success that came with building my own business and delivering results for my clients over the last 32 years. Now, as I prepare for my own retirement, we have merged with Legacy Family Office. It was important to me that not only our clients, but also my team Carola and Aman, trusted they would be supported and experience a smooth transition. Legacy was an obvious choice – our teams shared the same values and similar approaches to service and client care. The result of our merger is a very specialized, fully rounded team, with a collective approach to service that is outstanding.
My family is very important to me and spending time with them is a priority. My wife and I love the arts, hiking, good food and wine and even though they are all grown up, we still spend a lot of time with our girls. I also have a passion for dual-sport motorcycles and own a 1974 classic BMW. I love being off the grid where you’re free of traffic and I have nothing to think about but the road ahead of me. I enjoy the feeling of freedom and being in the moment and that is how I want our clients to feel when they have us managing their wealth.