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J.D. has been in the financial services business since 1994. He has been an independent financial consultant since 2002. His financial planning practice revolves around a long-term focus on client wealth accumulation and estate preservation, supported by strong service and client relationships.

His financial planning accreditations include:

  • Certified Financial Planner (CFP)

  • Professional Financial Planning (PFP)

  • Canadian Securities Course

  • Conduct and Practices Course.

  • Life Insurance Level 2

  • Investment Advisor


J.D. has been happily married for over 25 years to his wife Jocelyn. They have two wonderful daughters. He spends his leisure time involved with family, friends, hockey teams, and hacking away at golf when he gets a chance.


Certified Financial Planner

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The CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

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