Education
I hold a Bachelor of Arts in Economics (BA Econ) from the University of Waterloo (UW) and am currently advancing my expertise in marketing through the Marketing Management program at Fanshawe College. I have a strong foundation in financial services, having completed multiple financial industry certifications to become an investment advisor. This blend of financial and marketing education positions me well to deliver strategic, customer-centric solutions across a variety of industries.
Fanshawe College
The Lawrence Kinlin School of Business is the business faculty of Fanshawe College, located in London, Ontario, Canada. A notable feature is its live marketing agency, Village Creative, where students gain hands-on experience by providing services like social media planning, SEO audits, and website design to local businesses and nonprofits. It offers a wide range of programs with a commitment to providing current and integrated business education and real-world experience.
- Marketing Management: Present
Canadian Securities Institute
The Canadian Securities Institute (CSI) is Canada’s leading provider of financial services education and credentials. CSI’s programs cover various areas such as securities, mutual funds, and alternative funds transactions. The institute is endorsed by key regulatory bodies, including the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Securities Administrators (CSA).
- Wealth Management Essentials (WME): March 2018
- Conduct & Practices Handbook Course (CPH): March 2017
- Canadian Securities Course (CSC): July 2016
Advocis
Advocis, officially known as The Financial Advisors Association of Canada, is the largest voluntary professional membership association for financial advisors in Canada, representing over 13,000 members across 40 chapters nationwide. Advocis is dedicated to enhancing the professionalism of financial advisors through education, advocacy, and community. Through its comprehensive programs and initiatives, Advocis plays a pivotal role in shaping the financial advisory profession in Canada, aiming to protect consumer interests and uphold the integrity of the industry.
- Life License Qualification Program (LLQP): May 2016
University of Waterloo
The University of Waterloo is a public research university located in Waterloo, Ontario, Canada. It has grown to become one of Canada’s leading institutions, renowned for its innovation, entrepreneurship, and extensive co-operative education programs. With a commitment to research excellence and a global outlook, the University of Waterloo continues to make significant contributions to various fields, including engineering, computer science, mathematics and environmental studies.
- Bachelor of Arts in Economics (BA Econ): June 2014
Employment History
MGN: Money Guy Now
Innovative fintech entrepreneur and creator of the most affordable robo-advisor, making smart investing accessible to everyone. Passionate about leveraging AI and automation to simplify wealth management, reduce fees, and empower users to grow their financial future. Dedicated to democratizing finance through technology, data-driven strategies, and user-friendly solutions.
- App & Website Developer: December 2022 – Present
Canada Life
I’m an insurance advisor in London, Ontario and started working in the financial industry in 2016. Virtual meetings allow me to help clients across Canada make life more affordable and investment decisions easier. Contact me for life insurance, investments, mortgages & group benefit solutions for your family or business today! My mission is to empower my clients and their families to enjoy their wealth and to help them achieve true financial peace of mind. I create simplicity out of complexity and act as the guardian of your financial wellbeing.
- Financial Advisor & Website Developer: October 2019 – November 2022
Edward Jones
I provided the information and guidance allowing you to make well-informed choices with your money and future through an Investment Industry Regulatory of Canada (IIROC) regulated brokerage. Together, we identified what matters to you and follow a financial strategy for piece of mind. Discover what’s important to you and your family. Determine what needs to change to achieve your goals. Create a solid strategy as the guide to your retirement. Spread your money to create diversification and help manage risk. Enjoy professional portfolio management to help you reach your goals.
- Financial Advisor: December 2017 – September 2019
Awards & Volunteer Experience
Throughout my career, I’ve demonstrated a strong ability to drive results in both sales and marketing environments. I have shown success in building client relationships and delivering strong sales performance, reflecting my commitment to client service and business growth. I collaborated on real-world projects that delivered impactful solutions to local businesses. These experiences reflect a blend of relationship-driven sales success and creative marketing execution.
- Fanshawe College: Village Creative College Marketing Agency, 2025
- Canada Life: New Advisor Commission Award & SWO Region VIP, 2020
- Edward Jones: Letter of Recognition for High Achievement, 2019