I often hear people say that the role of a financial advisor is thankless, so it humbles me that my clients thank me all the time.
I am grateful and appreciative for my client's trust and their kind words. My clients are smart, patient, and goal oriented and they understand that it's impossible to time the market and that we can confidently achieve their goals by using our proven strategy; focus on the long-term while maintaining a high quality, properly allocated, and well-diversified portfolio. My clients truly believe that it is in their best interest to surround themselves with a group of professionals they trust, so they can focus on their family, business, and enjoying life. If you are someone that is serious about their wealth, able to trust an established process and is willing to work together to achieve your long-term life goals, you are a person I aspire to partner with.
My keen interest in finance arises from my degree in commerce, which I achieved in 2012 from Grant MacEwan University in Edmonton, AB. Upon graduation I moved back to my hometown of Bonnyville, AB to work in the oil and gas industry. After gaining some valuable life experiences it was time to follow my interests and passion for finance, and in 2017 I made the decision (with my wife's blessing) to begin my career with Edward Jones. As a financial advisor I take immense pride in the success of my clients and I thrive in the role of partnering with clients to achieve their financial aspirations.
When I'm not helping clients to work through complex financial decisions, I enjoy spending time with my wife Brittany and our friends. We like to travel throughout Canada and beyond whenever we have the opportunity. Throughout the seasons my extracurricular activities range from golf and water sports during the summer to snowboarding and ice fishing in the winter.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Divorce Finances
- Employee Stock Options
My Personal Interests
- Board Games