We
partner with professionals (oil and gas, forestry, healthcare, and social services),
business owners, farmers, people transitioning into retirement, those that need
support with intergenerational wealth transfers, and their families. Let us help accelerate your path to financial independence. Our purpose is to get you
to your goals sooner! We do money differently than you have likely experienced in the past and use a
holistic approach to financial planning. We leverage a team of professionals and an
established process to create customized strategies that focus on quality growth,
capital preservation, retirement income planning, tax efficiency, and estate planning. Leveraging my Certified Executor Advisor (CEA®) designation and advances in
technology, we exceed our clients' expectations across Canada and currently serve
clients in Alberta, British Columbia, and Nova Scotia. My office is supported by Barbara Schroeder who has over 17 years' of experience, caring for our clients. When I am not serving my clients, you can find me fishing, hiking, skiing, rock and ice
climbing, curling, and practicing to be a good golfer one day. I share this journey with
my spouse Sheri and our two amazing children! My life experiences have taught me that the foundation of successful relationships is
trust and integrity, the same foundation upon which my team has built our successful
practice.
