I am a Certified Financial Planner® Professional (CFP®) and Chartered Life Underwriter (CLU®). In addition, I am a qualifying member of the Million Dollar Round Table (the top 10% of advisors in Canada qualify) and Advocis (The Financial Advisors Association of Canada).
I am an active member of the Estate Planning Council of Calgary and a frequent guest on Red FM 106.7, speaking about financial planning, insurance and investment planning for families, incorporated professionals, and business owners.
I understand where my clients come from because I am a business owner, husband, and father. I know the impact finances make on our lives, so my goal is to help you achieve financial clarity so you can have more time for your family, friends, and passions.
We are well equipped and understand the unique challenges that are faced by you as a business owners. We believe that each business owner has something special about them, that they want to achieve during the lifecycle of the Business. To obtain the best results, the accountant, lawyer & Financial advisor must work as a team and this is what we emphasize.
We’re dedicated to helping you achieve your financial goals. We’re here every step of the way, whether it’s paying down your student loan debt, saving for a down payment on a house, or planning your retirement years. We ensure you’re equipped with financial tools and resources to achieve financial freedom.
With our help, you’ll have peace of mind knowing that your money is working for you—and not the other way around.