I work with individuals, families and business owners to plan, build, manage and protect their wealth.

Your goals and your dreams are what we talk about, and together we will build, engage and monitor a plan to make them possible leaning on more than 20 years in business and client focused service.

Want to retire at 60?
Send you children to post-secondary school?
Ensure your savings are tax efficient?
Buy a home, a boat or a vacation property?
Do you know how much money you need before you retire?

I can help. Connect today for a no obligation assessment. Plan better, live better.

About me:
I am the father of two daughters, one adult and one teenager. I was born in Cranbrook BC but have called SW Calgary home for the last 37 years. I have lived worked and raised my family in this community. I work hard and try to stay healthy by eating well and going to the gym four days a week. I enjoy music and can play guitar and drums though most of my musical ambition is in my past, I try to keep the rust off these days.

My big dream is to buy a boat and sail the Caribbean before attempting an Atlantic crossing bound for the Mediterranean. What is your biggest dream?

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Hockey
  • Sailing

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

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Setting your path

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

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