When I was 10 years old, my 4th grade English class formed a committee to raise money for a journalism program. Wanting to head the committee, I went home and created a strategy to raise money through various fund raising ventures - complete with charts and projections. I've been studying investment strategies and planning ever since.

Amidst a recession, my family immigrated to Canada from the Philippines in 1991. Shortly after starting school I caught the "business" bug and wanted nothing more than to work in the financial industry. Which evolved into my singular focus to study finance and economics at the University of Calgary and now have been licensed in the investment industry since 2013.

Over the course of my career I have seen all forms of the banking industry. From personal banking, and loans, to the private alternative investment industry, to building personalized investment strategies.

My mission is to use this knowledge to help families and business owners to execute a high impact financial strategy; in order to build a brighter tomorrow for themselves and their families.

I am passionate about the Edward Jones investment philosophy to put client's needs first and find out what is most important to them. Whether their goal is to educate their children, retire early, manage their income in retirement, estate consideration or wealth preservation I partner with clients' throughout their lives to help them stay on track. I use an established 5-step process to build personalized strategies to develop a plan to achieve their objectives.

When not working, I am active in the local basketball community and coach a young house league. Where I coach 6 - 13 year old children the fundamentals of basketball.

Like my parents and their decision to immigrate to Canada with my younger Brother and I. I am grateful to have the opportunity to impact lives for the better.

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Mon 09:00AM - 08:00PM
Tue 09:00AM - 08:00PM
Wed 09:00AM - 08:00PM
Thu 09:00AM - 08:00PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed
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