Book Smarts:
University of Victoria: B.Sc.
Canadian Securities Institute: FCSI, CIM®
FP Canada: Certified Financial Planner
Alberta Insurance Council: Life and Accident & Sickness
Insurance Council of B.C.: Life and Accident & Sickness
Industry Excellence: 25 Years
Brew Preference: Americano
Behind the Scenes: Koocanusa Adventures with Family and Friends
Energy Source: Spin Class, Crossfit, Skiing and the Occasional Golf Game
“Most Wanted” Spot On the Map: Italy
Homeland History: Edmonton/White Rock
Furry Friend: Benny – Her Goofy Goldendoodle
Relishing Role:
Portfolio Updates, Recommendations & Reviews
Review Planning Issues and Opportunities Throughout Various Life Transitions
Regular Financial Planning Reviews
Business Planning
Prospective Client Meetings
