We strive is to be a well-recognized and highly-respected financial service provider in our surrounding community and work with clients who find value in receiving a professional advisory service.

We help you confirm where you are going with your money and bring confidence that you will continue living a fulfilling life with that money.

We provide financial solutions for families who have built a stable financial foundation and want to take the next strategic step with their financial future. Clients who have chosen to work with us are; professionals, business owners, and work in senior management roles as well as pre and post retirees.

Our story begins with you and your family as the main characters getting to know you better by listening to you and during our interview process. We then establish a complete financial picture of you with the objective of helping to reach your future financial goals using a common sense approach, whilst maximizing efficiency in wealth strategies.

We build tailored unbiased plan recommendations aligned with a investment program, followed up with a proactive reach out plan to ensure you meet your chosen financial path. Our clients continuously recommend us to their closest connections to give them the same opportunity.

My wife and I have 4 boys and I was born in the Yukon. My schooling took me around Southern Alberta until I landed in Calgary. I enjoy family movie nights and travel, which includes traveling in the summer months in my family motorhome.

I believe in giving back to my community and I have been involved in minor hockey as a coach and treasurer and I can be seen at local community events.

Our Office services in person the local SE Calgary communities of McKenzie Towne, Copperfield, New Brighton, McKenzie Lake, Mahogany, Auburn Bay, Cranston. Additionally, clients allow us to serve them within and out of province using our virtual communication tools in today’s new technology driven world.

Focus areas

  • Wealth Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Personal Fitness
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

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

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

Learn More