In 2005 I walked into an Edward Jones office with very little to my name. The Edward Jones financial advisor took me on and taught me the importance of developing and maintaining a disciplined investment strategy. That same year, my father passed away after a courageous battle with cancer and my mother had no idea what to do with Dad's pension. We met with two financial institutions who left our family feeling confused and uncertain. I asked Mom to speak to my Edward Jones advisor who took the time to explain her options in simplistic language that she could understand. He listened, took the time to understand what was most important to her, and showed her what a plan could look like for the family. Mom left that meeting in tears - tears of gratitude because she felt empowered, and that her financial future would be okay!
Fast forward 14 years - I was approached by my financial advisor when an opportunity to grow the Edward Jones branch in Rocky Mountain House came available. The community’s need for unbiased financial service continues to rise and he thought I would be a good fit.
I apply the same fundamentals with my clients. I listen to understand what is most important to them, I use an established process to develop a robust financial plan that focuses not only on consistent performance, but also on protecting gains through market volatility.
It is rewarding to see my clients achieve their short, mid and long-term financial goals. It is a joy for me to help develop a plan that allows their kids to attend the schools that they want, to help them secure a financial future for their loved ones living with a disability, and to ensure that their families are taken care of during unexpected life events.
With the advances in technology, I am able to exceed my client's expectations across Canada and currently serve clients in Alberta, British Columbia, and Ontario.
It all starts with a conversation that I am more than happy to host for you and your family.
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
My Personal Interests
- Rock Climbing
- Popular Culture