I specialize in tax-efficient financial strategies by partnering with clients to achieve long term personal financial goals. My specialty makes me the ideal partner for small business owners, professionals and retirees, as well as those trying to save for education.
My experience in investing began as a child with my family in North Saskatchewan where I assisted on my family farm in continually working to diversify as well as strategic commodity trading. This continued when at the age of 14 I partnered with my father to open up a local technology company, which was the first of many future successful business partnerships and consulting roles.
From farming to consulting to owning small business, I truly understands what "client first" really means which is exactly why I joined Edward Jones. Without shareholders we are in a unique position to truly put clients needs first.
If you are a small business owner, a professional or a retiree that would like a financial coach that works directly with you, your accountant and your lawyer to ensure your tax returns, investments, insurance and estate are aligned, then making an appointment with me may be the smartest appointment you will make, your future you will agree.
When I'm not working with clients, I enjoy a variety of family activities including coaching my daughter's sports team(s) and playing on my own softball and curling team. I live in Cochrane Alberta with my wife, daughter, and two dogs. I am also a board member of multiple non-profit associations in and around the Cochrane area and I am a huge advocate to giving back to the community, so much so that any and all profits that come from RESP's are donated directly back into the community.
- Business Retirement Plans
- Retirement Savings Strategies
- Divorce Finances
- Wealth Strategies
- Intergenerational Planning
- Education Savings Strategies
My Personal Interests
- Coaching Sports