Ever since I was a kid, I’ve loved numbers. Growing up going to the stock exchange with my dad, I just couldn’t get enough of it. After graduating from high school, I worked for the engineering firms Siemens & ABB, but my passion for numbers kept growing.

In 2015, I decided to make a career change to the financial services industry—it was the best decision ever made. Today, I help incorporated professionals manage their financial situations and plan for their future. My goal is to help my clients retire with confidence and leave a legacy for their children and grandchildren. 

I am a Certified Financial Planner® Professional (CFP®) and Chartered Life Underwriter (CLU®). In addition, I am a qualifying member of the Million Dollar Round Table (top 10% of advisors in Canada qualify) and Advocis (The Financial Advisors Association of Canada). 

I am an active member of the Estate Planning Council of Calgary and a frequent guest on Red FM 106.7, speaking about financial planning, insurance and investment planning for families, incorporated professionals, and business owners. 

I understand where my clients come from because I am a business owner, husband, and father. I know the impact finances make on our lives, so my goal is to help you achieve financial clarity so you can have more time for your family, friends, and passions.

• Certified Financial Planner® Professional (CFP®)
• Chartered Life Underwriter (CLU®)
• Million Dollar Round Table Qualifier
• Advocis Member
• Estate Planning Council of Calgary Member

• CHARTERED LIFE UNDERWRITER (CLU)
• FINANCIAL PLANNING STANDARDS COUNCIL (CFP)
• MEMBER OF ADVOCIS
• QUALIFIED MEMBER OF THE MILLION DOLLAR ROUND TABLE
• MEMBER OF THE ESTATE PLANNING COUNCIL OF CALGARY