My primary focus as your Investment Advisor is to create and preserve wealth for you while respecting the focus that is required today to get you where you wish to be in the future. I believe in establishing long-term relationships with my clients based on trust, integrity and service. My clients are given access to the same asset management principles that are provided to institutional accounts with personal service that is second to none.

Following our introductory meeting, you can expect to receive a personalized Investment Policy Statement that will illustrate the objectives we will establish and a plan for how to achieve them. Once we have established this, I will make sure that all investment decisions made involve a mutual understanding that will create peace of mind. My formal background includes a term in retail banking while attending the University of Alberta, followed upon graduation, by a move to CIBC Wood Gundy where I then worked with two very different teams in the service of both private clients, and institutional clients and trusts.  During my first three years in the financial advisory experience, I continued my professional education through studies of both wealth management and advanced financial planning applications attaining the Financial Management Advisor (FMA) designation in 2004. These experiences and studies drove home the importance of rigorous discipline and a consistent model of managing wealth to avoid incident-based decision making rather than goal-based decision making.

Through my ongoing education and professional development in the securities industry, as well as my university education (Honours Political Science degree), I have developed an investment model based both on bottom up (business-specific) analysis with a top-down analytical framework. These tools however, are of limited use unless my clients and I are on the same page. Everyone can identify the risks that they encounter, but without specifying how those risks may change, your plans may become inefficient, making your goals more elusive. My clients enjoy a wealth management process that guides their investment actions today towards the goals that they really want to focus on for their future.

Taylor has joined our team in 2022 and has been with Wood Gundy since 2021. Taylor has a keen interest in the financial markets stemming from his Bachelor of Commerce degree at the University of Alberta with a major in Finance. Amongst various courses offered by the Canadian Securities Institute, Taylor has successfully completed the Canadian Securities Course, Conduct Practices Handbook, and now licensed as a Registered Representative. Taylor continues to further his education by pursuing a CFA designation, in order to provide clients quality investment advice along with exceptional customer service.

In his spare time, Taylor's passions consists of being active and participating in several sports. Most notable is his interest in Golf, where he played for the University of Alberta and currently sits on the board for the Varsity Team.

Dianne has 28 years’ experience in the Financial industry completing the Canadian Securities course with Honors. Exceptional client service is her top priority, committed to rapid response to all client requests, concerns or issues. Her primary role is client documentation and compliance and assists in portfolio trading and tax questions.

Gardening and trips to her cabin fills her summer weekends. Yuma Arizona is her winter getaway where she participates in the activities in her Park.