About Me
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As a licensed financial advisor, I'm surrounded by a team of experts in all disciplines. I have been proudly servicing clients in Alberta, Saskatchewan, and British Columbia since 1990. I am also a member of Advocis and the Financial Planning Standards Board Ltd. My expertise spans more than three decades and I am committed to continuous professional development to ensure you receive the best results.
My approach is simple: I start with a process of listening and don't make assumptions. I strive to understand your full picture, goals, and expectations so that we establish a good fit. I work with a select group of clients to ensure that moving forward we will have strong client/advisor alignment and achieve your long-term goals.