About us

I began my career with London Life in 1992 as a sales representative in Guelph. In 2000, I relocated to Kincardine with my wife and our daughter and incorporated as Harvey Financial Solutions Inc. In 2022, I celebrated 30 years in this business.

My passion involves helping families build their financial security and helping provide protection in the event of death, disability and retirement. I am a Certified Financial Planner® and Chartered Life Underwriter. I am a long-standing member of Advocis, the Association for Financial Planners in Canada, and continue to take professional development courses.

During my time away from work, I enjoy sailing, acting with the Kincardine Theatre Guild and spending time with friends and family. One of five children, I was raised in Hamilton, Ontario – a big reason for my love of the Hamilton Tiger-Cats. I am a graduate of the University of Guelph.

I have been working with the Harvey Financial Solutions team since January 2023. I grew up in Kincardine, attending local schools and loving every aspect of small-town life on the lake. I am a graduate of Fanshawe College and Wilfrid Laurier University, with a focus on policing and psychology. I have a diverse background in social services, healthcare support services, and personal training. I am licensed to provide life insurance, accident and sickness insurance, and mutual fund securities.

I am currently accepting new clients and would be happy to meet with you to learn more about your financial goals today and for the future.

I began my career with London Life in 2004, and before that, I enjoyed working at HEPCOE Credit Union and the former National Trust Company. In all, I have 33 years of financial experience.

My passion involves helping families build their financial security and helping provide protection in the event of death, disability and retirement. I am a Certified Financial Planner®, Chartered Life Underwriter and Elder Planning Counsellor. I am a long-standing member of Advocis, the Association for Financial Planners in Canada, and continue to take professional development courses.

During my time away from work, I enjoy being physically active, walking our dog, and spending time with family and friends.

The youngest of eight children, I was raised on a dairy farm near Owen Sound, Ontario. I am a graduate of the University of Guelph and I enjoy giving back to my community. Having been a 4-H Leader in the past, I currently volunteer at P.R.A.N.C.E. I am happily married with two grown daughters.