Hello and welcome!
Congratulations on taking the first steps in securing your financial goals by searching for an advisor that understands your unique circumstances and what is most important to you.
My skills are appreciated most by serious investors with multiple financial goals and complex situations.
Call us to schedule an introductory meeting if you have either the ability and aspirations to create generational wealth or you simply need to preserve established wealth through retirement and have a desire to leave a legacy beyond your lifetime.
I have been in my role with Edward Jones since June 2017 and proudly serve clients across Western Canada.
[email protected]
780-812-2423
Focus areas
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Golfing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
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Setting your path
We use an established process to help you reach your goals.
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