800 Manulife Place
10180 - 101 Street
#30 - 4005 Clover Bar Rd
Sherwood Park, AB
8725 94 Street
Fort Saskatchewan, AB
422 10 Street
My office is conveniently located in the Summerwood
BMO Bank of Montreal Branch in Sherwood Park, Alberta
#30 - 4005 Clover Bar Road, Sherwood Park, Alberta T8H 0M4
Phone: (780) 410-4470
- The greatest investment risk we all face is outliving our wealth
- "Time in the market" creates more wealth for investors than "timing the market"
- A balanced approach to investing is a proven strategy in maintaining your wealth.
- It is our responsibility to create a wealth management strategy that allows us to "sleep soundly every night"
What do I do?
I partner with clients with an eye on three main objectives: provide guidance on managing their wealth, develop a business relationship of trust and commitment and aim to reduce the complexity in their lives.
Who I partner with
My services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance in managing the four cornerstones of their wealth. My clients include:
- Successful business owners and self-employed professionals who need assistance managing personal and business assets
- Pre-retirees who want to make the most of the retirement savings as they approach retirement
- Busy executives and professionals looking to free their time to focus on personal and career goals
- Retirees requiring innovative strategies to maximize their after-tax income in a conservative strategy