Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.
I started in this business in 1998 as an assistant in Calgary. The advisor I worked for had a sophisticated wealth management practice. It was a great place to cut my teeth and although I was only there a short time, I am still grateful to my early Mentor for his high standards and coaching. He introduced me to processes that I continue to use to this day.
My family and I moved from Calgary to Saskatoon in 1999 and I started working with an international investment dealer as a Financial Consultant.
In 2001, I joined the credit union system where I was dually-employed by a national investment dealer and a national trust company. At the end of my 14 year tenure with these firms, I held the titles of Investment Advisor & VP Wealth Management. Although investment advice was my primary focus, the experiences I had dealing with estate, trust and agency business was invaluable. I was exposed to capital preservation strategies and a side of the wealth management business that I may not have otherwise learned. Without question, these experiences have helped to refine a unique skill set that will impact this advisory practice and the Clients I serve throughout my career.
In 2015, I moved to Manulife Wealth Inc. to join the independent side of the business. I love the entrepreneurial nature of this business and Manulife Wealth Inc. has developed a very robust, independent platform.
Ultimately, what started as a fascination with the markets has evolved into a financial advisory practice dedicated to helping people make smart decisions with their money.
My experience has taught me that people who are serious about their finances want to earn a reasonable rate of return, while protecting their capital. I have combined this most basic concept with a study of pension plans to develop a systematic & disciplined approach to managing wealth.
Bachelor of Administration from the University of Regina (BAdmin 1996).
Numerous courses from the Canadian Securities institute, ultimately leading to the
Chartered Investment Manager (CIM®2006) and Fellow of the Canadian Securities Institute (FCSI® 2007) designations.
Saskatoon is home but I serve Clients across Saskatchewan, Alberta & BC.
Happily married and father of three.
Some of my favorite things are time with family, getting together with old friends and northern Saskatchewan.