Prior to embarking on a career in the financial services industry in 1995, I was a small business owner and operated numerous businesses in the flooring, real estate and rental properties industries. I was also involved in the IT field as the owner of a computer technology business.

I have had an interest in financial planning for over twenty years and have completed numerous courses focusing on wealth creation and money management. I have gathered a wealth of information and have developed strategic alliances with key people and businesses which enables me to provide superior service to my clients.

My commitment to my clients is to help solve their financial problems by getting them focused on their goals, whether that be retirement, saving for their first home, a child’s post-secondary education or developing an estate plan to fit their needs. In addition, I have worked with many small business owners to develop and maintain plans to help them achieve their goals.

In dealing with my clients, I have adopted an easy-going, consultative approach which provides ample time to consider all aspects of my suggestions and recommendations before proceeding with a financial plan. Many of my clients have commented that my approach to financial planning is one of the reasons they continue to do business with me!

I am an avid triathlete and compete in races as challenging as the Ironman competition. As a five-time Ironman Canada finisher and most recently, Hawaii World Championships finisher, I have put in a tremendous number of hours and dedicated many years to completing the Ironman triathlon. I am also race director of the Chinook Half Ironman a non-profit race for the development of youth in sport and have been a director at large for the Alberta Triathlon Association.
                                                           
I strongly believe in the development of youth with the goal of encouraging them to maintain an active lifestyle throughout their lives. I have served 3 terms of the Youth and Kids of Steel Committee for the ATA and a board member for the ATA for 4 years. I have been actively involved in Calgary Minor Hockey as a Level II coach for more than ten years, am a Level II Soccer coach and am a member of the Boy Scouts of Canada.