"My calling as a financial planner is simple: to help people navigate the financial complexities of life, provide assurance and peace of mind as they work toward their goals, and help create a clear roadmap for getting there. Ultimately, I want every client I work with to feel confident that their financial plan is in order — and that they are extremely well taken care of."

"I’m a Certified Financial Planner® professional with 15 years of experience in the financial services industry. I work primarily with professionals and business owners in their mid-40s and beyond who have spent years building their financial foundation and are now looking ahead to the next stage of life.

One of the things I enjoy most about financial planning is helping people move from feeling disorganized or uncertain about their finances to having a clear, well-laid-out plan. I find it especially rewarding to see the comfort and satisfaction that comes when clients understand where they are, where they want to go, and how they plan to get there.

My approach begins with listening. I take the time to understand my clients’ goals, priorities, and the life they want their finances to support. From there, we work together to develop a financial plan that is unique to their circumstances. As clients approach and transition into retirement, I help bring together the many pieces that can affect their financial future—including investment and retirement income strategies, CPP and OAS, tax considerations, estate planning, and business and personal assets. My goal is to make sure these pieces work together as part of one cohesive plan.

I also believe that clients should understand their investments and feel confident in the strategy behind them. I strive to explain complex financial concepts in simple, straightforward terms and provide perspective during periods of market uncertainty. Clients have told me they appreciate that I listen, explain rather than push, and follow through on my commitments."

"I was born and raised in Brandon, Manitoba, the youngest of seven children. After attending university on Canada’s East Coast, I spent 20 years there before moving to Alberta and joining Christian Credit Union. Today, I’m proud to serve clients across Alberta, from the greater Edmonton area to Lethbridge.

Before entering financial services, I worked in a variety of operations, sales, and management roles. These experiences taught me a great deal about how businesses work and about the challenges of balancing career, finances, family, and life. I believe that perspective allows me to bring a practical, holistic approach to financial planning."