Life is built on relationships of trust. That is why I believe it's important to invest my time to understand what you want, need, and value.
I believe that successful investing begins with a clear understanding of your goals, where you are today and where you want to be. With my unique goal-based investing process I will work one-on-one with you to build a personalized strategy that provide solutions for your unique situation, challenges and opportunities. My commitment is to provide advice you can trust, and that will help you and your loved ones achieve your vision of the future.
My practice is well suited to investors with complex needs, primarily business owners, professionals, and retirees who value one-on-one advice. My 5-Step process ensures every client receives the personal attention they deserve, and a plan tailored to make sure their goals become a reality.
I'm honoured by the great responsibility my clients have entrusted me with. I'm driven each and every day by the opportunity to make a difference in the lives of the families I work with, and to be a part of their financial success story.
My desire to make a difference in the lives of others has led me to be an active Rotarian and member of the Rotary Club of Edmonton. I sit on the International Services Committee of the club, where I'm involved in our youth literacy program and annual playground builds in Belize.
Outside of the office, I fill my personal time with my family, my church community, and exploring the beautiful River Valley with my German Shepherd.
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Education Savings Strategies
My Personal Interests
- Active Lifestyle
- Spending Time with Family
- Sports Enthusiast
Office Address4907 Gateway Blvd
Edmonton, AB T6H 5C3 opens in a new window