Growing up in Saskatchewan, I learned fundamental values from my family and community - hard work, integrity, and resilience that shaped my outlook on life and finance today.

 

Throughout my career, now spanning over two and half decades in wealth management I’ve had the privilege of many diverse experiences which has culminated in a wide area of expertise and deep knowledge of investments, tax and retirement planning.

 

I’ve advised many families, business owners,  and professionals in building their wealth. I've always cared deeply for my clients and I've enjoyed helping them and their families over generations.

 

I've helped clients navigate their major milestones like retirement, and been able to celebrate their successes along the way.  I've also been alongside with them in their deepest challenges, such as losing a spouse, or divorce, and so I understand how complicated things can seem.

 

I believe that when you cherish the work you do and your clients, you really become a true trusted advisor.

 

Career and Accomplishments

• Certified Financial Planner (CFP)

• Chartered Professional Accountant (CPA)

• Chartered Investment Manager (CIM®)

• Bachelor of Commerce  - University of Saskatchewan

• Masters of Business Administration - Laurentian University