My passion is to help you meet your personal financial goals. I collaborate with other professionals in the community to offer customized solutions. Whether it be saving for education, retirement, wealth management or estate planning, and insurance, I am here to support you to make the best financial decisions for you and your family today and into the future.

I have spent most of my career in finance, while also being an entrepreneur and coming from a farming family I understand the challenges and opportunities that members of our community face when putting forward a solid financial plan. It is most important to me that you are confident in the financial decisions that you make, so I take the time to get to know you and talk you through different options, as a trusted partner.

I have lived in the Yorkton Community my entire life and I am passionate about supporting the people here. Over the years, I have volunteered with many organizations, most recently I focus my efforts with the Rotary Club of Yorkton, The Health Foundation and Close Cuts for Cancer.

It is my pleasure to work with many wonderful people in our region. My Branch Administrator Jenn and I would be happy to welcome you to our office for a coffee to answer any questions you may have, or a complimentary portfolio review.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Gardening
  • Golfing
  • Health & Nutrition
  • Pets
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • 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.

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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