As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
My financial services career began in 1989 in banking before becoming an independent financial planner in 1996, and joining Investia Financial Services in 2009.
I am committed to furthering my education and completed my FMA designation in 1999, CFP designation in 2000, Branch Managers Course in 2003 and Hedge Funds course in 2005.
My practice revolves around providing independent financial advice to my clients based on non-proprietary, unbiased research. I greatly value the confidence and trust in my client relationships and continually strive to provide a high level of service.
I provide a full range of financial services to my clients including retirement, investment, education, insurance, and cash management planning..
I currently reside in Sherwood Park, Alberta with my wife and three children. In our free time, we enjoy RVing, and golfing in the summer months and watching indoor soccer and ringette in the winter months.
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We serve individuals, families and businesses in the Sherwood Park area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: