Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.
As a Certified Financial Planner (CFP), I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable.
I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my client's goals and needs is my highest priority.
When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family.
I am grateful for the opportunity to work with so many wonderful people everyday in our practice. I look forward to building new relationships in the future!
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Education Savings Strategies
- Divorce Finances
My Personal Interests
- Active Lifestyle
- Rock Climbing