I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently. I work with individuals, families and business owners to help plan, build, manage and protect their wealth. Your goals and your dreams are what we talk about, and together we will build, engage and monitor a personalized financial strategy to help make them possible, while leaning on my more than 20 years of experience in business and client focused service. Ensure your savings are tax efficient? Buy a home, a boat or a vacation property? Do you know how much money you need before you retire? Connect today for a no obligation assessment. Plan better, live better. About me:
I am the father of two daughters, one adult and one teenager. I was born in Cranbrook, BC but have called SW Calgary home for the last 37 years. I have lived, worked and raised my family in this community. I work hard and try to stay healthy by eating well and going to the gym four days a week. I enjoy music and can play guitar and drums and though most of my musical ambition is in my past, I try to keep the rust off these days. My big dream is to buy a boat and sail the Caribbean before attempting an Atlantic crossing bound for the Mediterranean. What is your biggest dream?
