I joined the industry in 2012. Together, we have 18 years of advisor experience in the financial services industry. I am a CERTIFIED FINANCIAL PLANNER ® or CFP ® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Financial Planner
Evidence-backed planning topics
These links are based on direct advisor-specific public evidence already stored for this profile. Where enough matching advisors exist locally, the link opens the corresponding topic-and-location page.
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Planner
I joined the industry in 2012. Together, we have 18 years of advisor experience in the financial services industry. I am a CERTIFIED FINANCIAL PLANNER ® or CFP ® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.
I joined the industry in 2016. Together, we have 18 years of advisor experience in the financial services industry. I am a CERTIFIED FINANCIAL PLANNER® or CFP® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.
