Portfolio Manager, Financial Planner
Toll Free: 800-667-7717
We specialize in the creation, preservation, and eventual transfer of family wealth from one generation to the next.
In 1997, after a 7 year career in various management capacities, I chose to pursue my passion for the investment industry. Over the years since, I have worked with individuals, families, and small business owners towards the achievement of their unique financial goals. I hold the following industry designations: Portfolio Manager, CERTIFIED FINANCIAL PLANNER or CFP® practitioner, Financial Management Advisor (FMA), Certified Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). I reside in Regina with my family, and we all love to participate in the many outdoor activities that Saskatchewan has to offer, with particular passions for canoeing, hiking and golfing.
My Business Beliefs
I truly believe that there are 4 core truths in what we do:
1. I believe that understanding your total family wealth needs is essential for quality financial advice.
2. I believe that I offer well thought-out, superior advice and service.
3. I believe that partnering with me as your financial and investment professional will alleviate the burden of these complex financial concerns in your life.
4. I believe that the fee that you pay for my services should be fair, honest, and completely transparent.
Wealth Map Process
Many financial issues affect us all: saving for retirement, minimizing taxes, financing a child’s education or even putting together a multi-generational family wealth plan. I follow a six step process that I have created and refined called The Wealth Map. The Wealth Map is effective, productive, and repeatable and will help you with the achievement of your life’s financial goals.