—Licensed & Independent
Mortgage Agent, Level 2
Independently owned franchise of Mortgage Alliance. No bank quotas, no in-house product to push.
—About/ 01
The human read.
Twenty years in finance before I picked up a license. What I bring is the part most people don't get: the human read on a thirty-year decision dressed up as a transaction.
—Barrie, Ontario — Est. 2018
Numbers with context.
I'm a licensed Mortgage Agent (Level 2) and an independently owned franchise of Mortgage Alliance. No bank quotas, no in-house product to push. Just the right fit for the file in front of me. I work face-to-face in Barrie and Simcoe County, and on the phone with files across Ontario.
—The longer version
I spent the first half of my career on the institutional side — reading T1s, building amortization schedules, watching the difference between a good decision and a default-on-paper. By the time I left to start my own practice, I had a clear opinion about what brokers were doing wrong: they were treating mortgages like transactions instead of like life.
Why I wrote a book about it
Most of the financial-wellness conversation talks down to people. Sick & Tired of Being Sick & Tired is the conversation I wish I'd had with someone twenty years ago. It's short, plain, and refuses to make money complicated for the sake of looking smart.
—Local — not limited
Barrie-based, Ontario-wide.
Face-to-face in Simcoe County, on the phone with files across the province. Same care either way.
—Published Author
Sick & Tired of Being Sick & Tired.
Twenty years in finance, and a book on the connection between personal and financial wellness.
—How I got here/ 02
Twenty years in the trenches.
- 2003
Started in institutional finance
Reading T1s, building amortization schedules, learning how banks actually decide.
- 2018
Opened the brokerage
Independent franchise of Mortgage Alliance — Barrie, Ontario. No bank desk, no quota.
- 2024
Published Sick & Tired of Being Sick & Tired
A short book on the connection between personal and financial wellness.
—Let's begin/ 07
Let's talk .
A short, no-pressure conversation. Tell me where you are, where you'd like to go, and what's stopping you.
