As a family financial expert, I am passionate about helping families and business owners answer the tough questions and ensure they have the resources they need to retire comfortably. My diverse experience and education, including blended family dynamics, sets me apart when helping families develop comprehensive strategies that address retirement, education, estate planning and business succession needs. I strive to help clients protect what they have worked hard for and make sure their legacy can be passed efficiently to their loved ones.
Business owners and professionals alike appreciate his extra effort that goes into every detail of creating strategies to meet their long- and short-term financial goals. Partnering with families throughout their lives, I focus on what matters most to get you where you need to be!
A devoted husband, proud father (and stepfather) of three wonderful children, I am passionate about making the most of family time. In my free time, I like to take full advantage of the beautiful outdoors by trail running and undertaking Ultra Marathons. Camping, skiing, snowshoeing, hiking and archery with friends and family are also top of the list. When at home my hobbies include playing chess, solving puzzles - all accompanied by some classic dad jokes!
I am an experienced financial advisor with extensive knowledge in the area and a drive to succeed. I have been working in the industry for 14 years; switching careers from electrical commissioning and startup specialist. My passion for highly technical and analytical work drew me to finance, and in 2009 I began my journey as a life insurance advisor. I earned my mutual fund license in 2011 and moved to Edward Jones where I became securities licensed in 2012. In 2014 I went even further, earning my CIM® (Chartered Investment Manager) designation, followed by achieving the CFP® designation in 2017, the gold standard of financial planning in Canada. Most recently in 2020, I expanded my expertise even further by obtaining the CLU® (Chartered Life Underwrite designation. With these credentials, core values of hard work, attention to detail and accountability, I strive to to exceed clients' expectations.
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