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

  • Business Owner Considerations
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Charitable Giving

Office Information

Office Hours

Office Hours
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

Branch Team

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