Born and raised in a small farming community in southern Saskatchewan, I began my career in the financial services industry with RBC Financial Group in 1996. In late 1999 I joined Edward Jones, and in early 2000 opened an office in Regina, Saskatchewan, the community I continued to serve through 2012. After holding multiple leadership roles in my region, I moved to the Edward Jones Home Office in Mississauga, Ontario in January 2013 to lead the training department. After four years at Home Office I returned to the role of Financial Advisor in St Catharines, Ontario.
I graduated from the University of Regina with a degree in Business Administration, and hold the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) professional designations.
My wife Lora and I have two daughters, Madison and Rianna. In addition to enjoying travel and the outdoors, I have dedicated innumerable hours over the years to both minor hockey and softball as coach and board member.
For my business partner, Joyce Little, and me there is nothing more important than understanding what is important to you. To do so we follow a purposeful, deliberate, repeatable process - a five step process - focused on you and those you care about. Joyce and I work in partnership with the families we serve, always focused on achieving short term and long term goals.
My Personal Interests
- Spending Time with Family