I specialize in helping military members gain financial flexibility and understand exactly what their current pension plan means to them through our established financial mapping process.
1. Who I am:
I am a blessed and grateful husband, father and son. My wife of 10 years is a great supporter and the basis of my family’s well-being. I’m blessed with two children, a 9 year old girl and a 6 year old boy.
Before joining Edward Jones as a Financial Advisor, I had a 10-year career in the Canadian Armed Forces, most recently developing and organizing an Arctic Training Centre in Resolute Bay, NU. I maintain my enthusiasm for living an active lifestyle through physical fitness training, playing soccer, basketball, and most importantly, making friends through golf. I’m passionate about helping people clearly understand their current financial situation so that they can align their investments and make the best decision for their family.
2. Who I serve:
I specialize in helping military members/veterans, government employees, as well as individuals participating in a pension plan, achieve financial flexibility by analyzing their pension plan using an established a well established 5-step process.
3. Your situation:
A. Pursuing your passion means you’ll have to exit the current pension plan.
B. You are not provided with the expertise/resources to understand what leaving your pension plan will mean to you.
C. You’re passing on opportunities because you assume leaving the pension plan would be too “risky”.
4. How I help:
A. I work with clients to bring clarity and transparency by dissecting the complex pension payout equation.
B. Bring my clients into an optimum lifestyle through goal setting and building a personalized financial strategy.
C. Build and re-tool portfolios that reflect sustainable and realistic strategy using analytics.
5. My philosophy:
Wealth and time are very correlated and it is important to understand clearly what you currently have, and know what decisions can be made in a timely manner. I enjoy working with my clients throughout their lives to help them protect their wealth and make the best financial decisions for their family.
Contact me now to set up a 15 minute discovery call.
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