Growing up I had the privilege of being raised within a family business that emphasized the value of personal relationships. The positive impact that my parents created has shaped the personal approach that I use in my practice today: to provide focused care.

Each day I am fortunate to care for my clients by ensuring they are informed and in control of their goals, both financial and lifestyle because wealth and well-being go hand-in-hand. Additionally, I feel it is important that they feel secure throughout the process. Their time is limited so my focus is to ensure that they are on-track with personalized advice and guidance. Through our partnership, the benefit is that they can spend more time doing what they love with the people they care about most.

I am blessed to have four amazing people in my life: My wife of 16 years, my son and my two daughters. We are an active household with involvement in our community hockey programs and events, adventuring in the Rocky Mountains, exploring our world's wonders, and also the simple things in life such as making a home-cooked meal and playing games. Our goal is to enjoy what life has to offer and the best way that we've found to do that is to engage in the experiences and the people that are a part of it!

In July 2022, I was honoured to receive the Ted Jones Spirit of Caring award as voted on by my colleagues. I value both the personal development and growth mindset associated which enable me to pay forward what I have learned.

So where do you go from here? You deserve clarity and a partner when it comes to managing your finances. Provided you are a serious, established investor or business owner, I would be happy to help you define your goals and create a personalized financial strategy to help you achieve them. Feel free to contact me via the links above and let's talk about what's most important to you. Then we'll work together to bring the focus and care needed to help create your financial independence.

Focus areas

  • Retirement Savings Strategies
  • Business Owner Considerations
  • Socially Conscious Investing
  • Intergenerational Planning
  • Divorce Finances
  • Wealth Protection Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Cooking
  • Music

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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