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As a professional 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.
Whether you need to plan or invest for retirement, your child's education or to protect all that you’ve worked hard to achieve I am well suited to the task.
I believe that knowledge is the foundation of good decision making. To that end, I take time to learn about my client’s circumstances, experiences and goals. Furthermore, I also focus on educating clients regarding financial matters that will influence them in the short and long term. Taking the time to gather sufficient knowledge is a cornerstone in helping clients make the decisions that benefit them the most and help them achieve their financial success.
As a Certified Financial Planner professional, I can provide clients with a wide range of financial products and services with a focus on retirement planning, estate planning, business succession (exit), pensions, lifestyle and legacy planning.
As importantly, being an independent adviser I am not hindered by obligations, restrictions or conflicts of interest due to working for a proprietary company that dictates use of its own products.
I believe in educating clients when it comes to the financial planning process because personal finance is a topic we are often left to figure out for ourselves. I strive to create strong and lasting relationships with clients who are focused on investing for their future.
I have been in the Financial Services industry since 2013 and I hold the Certified Financial Planner designation, the most widely recognized financial planning designation in Canada and the world. CFP professionals have demonstrated that they have the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.
In my time away from the office you can usually find me enveloped in the sports world by supporting the Oilers or Manchester United. I also love to lead an active lifestyle; some of my favourite activities include playing soccer, golfing, hiking, and working out.