Financial Planner | Qtrade Asset Management Inc.
I have lived in Southern Ontario all my life. My wife, Jenn, and I settled in Baden with our two children, and we attend Creekside Church in Waterloo. When I am not working or spending time with my family, I enjoy golfing, karate, and astronomy.
I graduated from Wilfrid Laurier University in 1998 with a Bachelor of Economics and have since worked in various financial services roles achieving designations including: Personal Financial Planner (PFP); Financial Management Advisor (FMA); and in 2002 I became a Certified Financial Planner® (CFP). Outside of financial services, I have additional experience supporting my wife in her small business, setting up accounting software, etc.
I joined Kindred Credit Union in 2015 because of the unique opportunity to align my work and my faith. I appreciate Kindred Credit Union’s devotion to the needs of their members. At Kindred Credit Union, it’s not about commission sales and the bottom line, it’s all about what’s best for the member.
In this new role as mobile financial planner for Kindred Credit Union, my goal is to bring valuable experience and provide excellent member service to members throughout Southwestern Ontario. I have a genuine interest in learning more about our members. I look forward to getting to know you and discovering what your financial goals are so that I can provide full-service financial planning customized to meet your individual needs, and then help implement and monitor the plan to ensure it continues to align with your objectives.