I hold the CFP® designation which is long considered the gold standard for financial planning in Canada. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Our branch team provide the highest possible level of service to our clients. To have a positive impact on and to deepen our relationships with our clients, we take the time to lear
n who they are and what's most important to them. We help business owners, farmers and retirees gain clarity, confidence and peace of mind to ensure financial success. These individuals often need guidance to navigate the often confusing array of options. We partner with families transitioning to retirement, working through business succession planning or the sale of a business, or those families currently retired and thinking about transitioning their wealth to the next generation. It is here that our clients find value in the service we provide. Thousands of people and advanced technology support our office so we can ensure you receive the most current and comprehensive guidance. We welcome the opportunity to work with your lawyer, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. I have taken on many volunteer positions including Chamber of Commerce Director, Rotary Club of Airdrie President, and Airdrie and District Community Foundation Chairman. I am proud to have earned the Ted Jones Spirit of Caring awards. I enjoy spending time with my wife, Melodie, kids, fur babies Millie and Mars Bar, grandson Reid, granddaughter Annie and one fur grand baby Gus. We enjoy getting outside all year round including camping, hiking, biking, skiing, and golfing.
