I am committed to helping you achieve your financial goals. Specializing in retirement income, risk management and estate planning strategies for both individuals and business owners. I work with clients to design a personal Financial Plan to meet their unique goals. I offer a wide range of investment (including Responsible Investments) and insurance related products, to meet the needs of each individual.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
Minimum Account Size


Investor Type Dealt With


Type of License



Provinces Licensed In
  • Alberta
  • British Columbia
  • Saskatchewan