Jody has spent his entire career in the financial services industry. He earned his Bachelor of Arts at McMaster University in 1998 and has gained extensive wealth management experience since that time. For seventeen years, Jody has been assessing and implementing asset and insurance strategies, developing particular expertise supporting affluent clients. The basis for his success has been an incredibly strong client-focused service, which involves providing advice that is tailored to the specific needs of each client.
To better serve his more mature clients, Jody worked towards and attained the EPC (Elder Planning council) designation in 2014.
Jody is committed to being involved in his community, and has served several terms as a volunteer on the sub-financial committee for the Canadian Physiotherapy Foundation.
Outside of the office Jody is a dedicated husband, father of two young boys, and an avid cyclist.