In my practice, I want to get to the heart of what's important to the people I deal with as we partner together throughout your life to help keep you on track. I use an established process to build your personized strategies to help you achieve your goals. I want the people I deal with to be treated as I want to be treated by a professional in my position.
My wife Miranda and I have been together for the last 17 years, and have 4 sometimes adorable children named Nicholas, Kaley , Alexander and Cameron, and they are my world. I have spent the last 14 years coaching their various teams and giving back whenever I can. Having been married for so many years has taught me that everything works better as a partnership, and this is the philosophy I use in my practice today.
Protecting your wealth is critical in times of volatility and uncertainty. My priority is to have a clearly communicated strategy in place to rebalance your portfolio when required, and to keep it aligned with your tolerance for risk and your stated objectives.
With the support of thousands of professionals behind the scenes and industry leading technology, and by partnering with your lawyer, accountant, or any other trusted professional, we can deliver a comprehensive strategy that leverages everyone's expertise.
Deciding who you want to work with isn't an easy decision. Give me a call at 780-512-4730 so we may introduce ourselves in person and have a conversation. Before we start working with anyone, we want to make sure it is a good fit for all.
WHAT I DO:
I help professionals and their families to better position themselves for financial success with fiduciary supported financial strategies.
I CAN HELP YOU:
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Education Savings Strategies
- Wealth Strategies
- Employee Stock Options
My Personal Interests
- Ice Skating