With over 20 years of experience in the financial services industry, I have devoted my career to helping business owners and individuals in achieving their financial goals and dreams. My holistic wealth management process involves building customized financial plans designed with the focus of achieving each client's unique objectives, ensuring integration of investment, tax, risk, retirement and estate complexities. I take pride in providing an exceptional client experience through sound guidance and advice, delivered in a personalized manner for each of my clients. The field of wealth management is complex and ever changing and I have dedicated myself to always staying on top of industry changes and trends. This ensures the strategies I incorporate into my wealth management process are relevant and aligning with the highest of industry standards. I am proud to maintain my accreditations as a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® Professional as these certifications are the gold standard in portfolio management and financial planning. Personally, when I'm not working with my clients and running my business, I love spending time outdoors with my wife, Michelle, and our two sons. We can often be found biking, hiking, camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.
Published content areas
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Financial Advisor
Evidence-backed planning topics
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Financial Advisor
With over 20 years of experience in the financial services industry, I have devoted my career to helping business owners and individuals in achieving their financial goals and dreams. My holistic wealth management process involves building customized financial plans designed with the focus of achieving each client's unique objectives, ensuring integration of investment, tax, risk, retirement and estate complexities. I take pride in providing an exceptional client experience through sound guidance and advice, delivered in a personalized manner for each of my clients. The field of wealth management is complex and ever changing and I have dedicated myself to always staying on top of industry changes and trends. This ensures the strategies I incorporate into my wealth management process are relevant and aligning with the highest of industry standards. I am proud to maintain my accreditations as a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® Professional as these certifications are the gold standard in portfolio management and financial planning. Personally, when I'm not working with my clients and running my business, I love spending time outdoors with my wife, Michelle, and our two sons. We can often be found biking, hiking, camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.
