Vice President, Senior Investment Advisor & Financial Planner
800 Manulife Place
10180 - 101 Street
#300, 222 Baseline Road
Sherwood Park, AB
Wye Road Branch
145 Ordze Ave
Sherwood Park, AB
Estate & Insurance Advisor, BMO Nesbitt Burns, MBA, CHS, CFP, CLU
Tel: (780) 945-5225
|I was raised by my parents and grandmother in rural New Brunswick with my four sisters. From a young age we had chores and duties to help with and high expectations. We were raised to help others and we all developed a strong sense of morality and empathy. My sisters are now an RCMP officer, a doctor, a nurse and an urban planner (turned consultant).
In 2001 I was in a tragic car accident on my way home from work as a field biologist. This drastically changed my life and further instilled a need to give back to the community at large. I entered the insurance field as a financial advisor in 2005 after completing my MBA. This career provided the fulfillment I had sought as I was able to help clients protect their families, understand their financial realities and plan for a better future.
In 2007 I met my future wife while visiting Edmonton on business and in 2008 I moved to Edmonton. Over the following three years I became a specialist in Estate Planning and Insurance, and we became a family of three. We married in 2010 and had a beautiful son in June 2013. We both have a passion for the insurance industry and for helping people. We love to laugh while cooking and exercising together, and we love helping people through networking and any other support we can provide.
Everybody has a story and it is this story that I am interested in, this story that shapes who they are; this story that must be heard and understood for true wealth planning to begin.
Your Story. Your Solution.