I specialize in guiding professionals, business owners and retirees through our established 5-Step Process, creating and securing a lifestyle that aligns with their core values and promotes the stewardship of family wealth.

Drawing on over a decade of experience in the financial services industry, including securities analysis, portfolio strategies and comprehensive planning for high net worth individuals and families, I apply the skillset I have acquired to the individual circumstances of my clients and their families.

In addition to my work experience, I hold the Charter Financial Analyst (CFA) designation, Chartered Life Underwriter (CLU) designation, am a Certified Financial Planner (CFP) professional and have obtained a Master of Business Administration (MBA) specializing in Finance and Business Valuation from McMaster University

Outside of work, I spend time with my wife and 3 kids cycling along the bow river trails and hiking in the mountains.

Focus areas

  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More

Setting your path

We use an established process to help you reach your goals.

Learn More