With over 19 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!

I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.

Being a Portfolio Manager with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.

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

$500,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • Saskatchewan
  • Alberta
  • British Columbia
  • Ontario
  • Quebec