My Mission

I work with a diverse group of clients from all stages and walks of life, including couples starting their families to grandparents enjoying retirement. The majority of my clients reside within Alberta, however I am licensed in numerous provinces. I believe in personalized service. Whether you are a new or seasoned investor, I will customize a portfolio to suit your needs.

My Services

I offer an extensive range of services that are individually designed for your investment and financial goals. Some of the regular investment services provided are:

• Registered Retirement Savings Plans (RRSPs)
• Registered Retirement Income Funds (RRIFs)
• Registered Education Savings Plans (RESPs)
• Tax Free Savings Accounts (TFSAs)
• Canadian, U.S. and International Equities
• Government and Corporate Bonds
• Tax-Advantaged Investments
• Mutual Funds and Managed Accounts
• Trust accounts (Formal and Informal)
• Individual Pension Plans (IPPs)
• Corporate Accounts and Group Plans
• Private Placements and Initial Public Offerings (IPOs)
• Life Insurance Solution through my Estate Planning Specialist*

If you have an investment need that is not mentioned above, please contact my office and we will find the solution.

*Offered through Canaccord Estate Planning Services Ltd.

My Approach

In our first meeting, we will discuss your investment objectives, and how I can help you to meet them. Following our initial meeting, I will continue to work with you to build a portfolio around your financial goals.

Through regular reviews and assessments of your account, we will discuss any needed changes to your portfolio and updates to your investment objectives. I have an ‘open door policy’ with my clients, and am not only accessible through pre-arranged meetings, but also throughout the day by phone or e-mail.

My Self

Shortly after graduating from the University of Alberta with a Bachelor of Commerce, majoring in Finance, I entered the financial industry in 2000. During my career as an Investment Advisor, I have serviced clients during both volatile and stable markets, and strongly believe that open communication and regular updates are imperative. On a daily basis, I assist clients with transfers, tax and retirement management and investing. To keep abreast of the changing financial landscape, I continue my education through undertaking a series of investment courses annually. I believe my education, coupled with my experience, provides my clients with an advisor who works to anticipate market trends while keeping their investment objectives forefront.

Outside of my professional life, my wife and I enjoy spending time with our son, and are eagerly expecting the arrival of a second child in the fall. As well, I am an avid golfer, and have already introduced my son to the sport.