The Dalhousie MBA (Financial Services) degree is designed to provide enhanced management skills to managers in the financial services industry.


Certified Financial Planner® certification is the industry gold standard in financial planning. Canadians seeking competent and ethical financial planning services should look for the CFP mark. CFP certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planning Standards Council.


For more than 80 years, the Chartered Life Underwriter (CLU®) designation has been widely recognized as a mark of excellence in the financial services industry. The Chartered Life Underwriter is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.


The Fellow of Canadian Securities Institute is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Get in touch with Stonehouse Financial in Kingston to learn more about my services.



As a financial services professional, I have been committed to continuous learning within the financial services industry since graduating from Concordia University with a Bachelor of Commerce in 1993. Let’s take a closer look at what all these letters behind my name represent.

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