At our branch, we have created an environment that aligns with our three core values:

1. Collaboration
2. Affecting positive change
3. Exceptional client service 

Whether you are an individual investor or a business owner, I will provide you with sound advice and guidance so that you can accomplish the goals that are meaningful to you.  We take pride in helping you and your family achieve the lifestyle and retirement you deserve.

When you enter our branch, you will be warmly greeted by my very capable Branch Office Administrator, Maddison Alvares. 

Your goals and challenges are as unique as you are, and we are here to help. We take the time to get to know you and what is most important to you and your family. 

My wonderful wife Chelsia and I live in Calgary's northwest community of Edgemont, a few blocks from my office. We have two beautiful children, Caleb and Felicity. We love travelling and experiencing new cultures, cuisines, and scenery.

I'm a life-long learner and am perpetually in pursuit of knowledge, both professionally and personally. I am a man of many hobbies, and likely share one in common with you. When I'm not in the office, I enjoy being outdoors, camping, fishing, and hiking.

Focus areas

  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Business Owner Considerations
  • Intergenerational Planning
  • Business Retirement Plans
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Sustainability
  • Gardening
  • Car Restoration
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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