My passion for helping people, and desire to make a difference in their lives has spanned over 15 years at Edward Jones. My desire to help others has extended into holding key leadership positions within Edward Jones. As a leader in the firm I help other financial advisors and branch teams develop, grow their businesses, and positively change even more lives. I currently act as his the region’s Client Solutions Leader, responsible for supporting and training branch teams in providing an Ideal client experience in Central and Northern Alberta.

Our office is supported by Senior Branch Office Administrator – Angela Varty. Together, we are dedicated to offering the highest level of service to our clients. We want to make sure every client receives the personal attention they deserve and a plan tailored to help ensure their goals become a reality. I partner with families and business owners to achieve what's most important to them. I use a well-established process to help build personalized financial strategies for my clients. I partner with clients throughout their life to help keep them on track to reach their goals.

In 2015, I was honoured to be recognized by my peers - receiving the Edward Jones Spirit of Caring Award. This award recognizes those financial advisors who exemplify the values, culture and spirit of giving back to their colleagues.

Angela is the branch’s client relationship manager and makes sure you have an exceptional experience from the minute you walk through the door and for years to come. Angela is integral in our process as she onboards new clients, provides prompt and ongoing value to existing clients, and builds strong personal relationships with those we serve.

Away from the office, I value time with my daughter above all else. I enjoy cinema, golf, baseball, and skiing. A season seat holder for the Edmonton Oilers, my passion for my favourite professional sports teams, through good and bad, is a point of pride. I live in Sylvan Lake and have been a member of this wonderful community for 26 years.

Focus areas

  • Wealth Strategies
  • Wealth Protection Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Movies & Entertainment
  • Skiing
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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