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An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions. Using a Whole Person Holistic Approach with each person to meet their unique goals.

The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful outcome. My focus on estates and Executors comes from both personal and work experience, developing a full concierge program to help guise executors through the process after a loss.

I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death

I am the Estate Administration Officer for all branches at Crossroads Credit Union located in Canora, Wadena, Preeceville and Sturgis, SK. I assist our members in navigating the estate process by providing guidance, knowledge and advice to make the transition as smooth as possible. 

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.