Through our practice, based on honesty and integrity, my team and I partner with individuals and their families, business owners, and farmers to reach their financial goals. We specialize in working with disciplined investors who are determined to build the wealth that they need to secure their future, and in developing tax efficient retirement income strategies for those who are preparing for or living in retirement.

What sets us apart is that we take the time to understand what is most important to our clients, their family, or their business. Using an established 5-step process, we will build tailored financial strategies, unique to them, that focus not only on performance but also on protecting gains through market volatility. Most importantly, I partner with my clients and the other professionals in their corner (Accountants, Lawyers, and other professionals), to ensure they achieve their most important goals which change throughout life.

I have a Degree in Forest Business Management from the University of Alberta and have spent the last 24 years building effective relationships in various sectors and with a variety of stakeholders. I have been a client of Edward Jones myself since 2005, and after experiencing the benefits of the robust financial guidance that was provided to my family and my extended family, it was an easy decision to switch gears and accept the offer to join the Firm so that I could provide the same critical guidance to others.

I was honored to be awarded the Zeke McIntyre Pioneer Award from the Firm that recognizes Financial Advisors who achieve high levels of success early on in their careers. This success is possible because of my team's commitment to our relationships with the clients that we serve. With the advances in technology, I can exceed my client's expectations across Canada and currently serve clients in Alberta, British Columbia, Nova Scotia, and Ontario.

I share this journey with my wife Sheri, my two children Shilo and Graysen, and our two hounds Charlie and Astrid. When I am not serving my clients you will find me volunteering with Search and Rescue, backcountry hiking, rock and ice climbing, adventure racing, caving, skiing, curling, and coaching soccer.

Reach out! It all starts with a conversation, one that I am more than happy to host for you, your family, business partners and/or your employees!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Special Needs Financial Considerations

My Personal Interests

  • Backpacking
  • Rock Climbing
  • Curling
  • Popular Culture
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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Setting your path

We use an established process to help you reach your goals.

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