My many years of experience as a business owner has allowed me to be of valued service to my clients who may have complex needs and will benefit from long-term solutions based planning.

I aspire to know my clients on a level where I truly understand their needs, and I use an established process to help them achieve their financial goals. This could be a combination of preparing for retirement, living in retirement, preparing for the unexpected, and saving for education. I partner with my clients for their lifetimes to ensure they stay on track for those goals.

I have always had a great interest in education. I believe that explaining financial and investment concepts to my clients in a way that they can understand is just as important as the guidance and advice I provide as a financial advisor.

I am passionate about being part of the business community in Leduc and have lived here for almost 20 years. I have always been very involved community events and I have been an active member of the Chamber of Commerce for many years.

I met my wife in Leduc over 10 years ago and we have made our home here with our 3 children. When I'm not at the office I enjoy outdoor activities with my family, and we try to do as much camping as possible every Summer.

I also enjoy volunteering as a coach for the various soccer teams my children play on. My other activities include playing guitar and singing, fishing, reading, cooking and attending concerts.

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Music
  • Fishing
  • Camping
  • Cooking
  • Gardening

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

Email Me

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