I am a Calgary based Investment Counsellor working collaboratively with financially successful individuals so they, and the people they care about the most, can flourish and live the best life possible with the wealth they have created.
For over twenty years at RBC PH & N, I have had the privilege of assisting my clients with comprehensive wealth management to address their evolving needs by helping them successfully navigate the various transitions, planned and unplanned, that they have experienced throughout their life’s journey and planning for those still to come. I offer skilled investment management, an empathetic ear, thoughtful advice, education, and a commitment to engage each generation.
As a life-long learner I am passionate about continuous professional development in order to better serve my clients. I hold the Chartered Financial Analyst designation, which is the most recognized and respected investment management accreditation in the world, demonstrating my commitment to the integrity, objectivity, and accountability discerning individuals expect and demand.
I’ve been living in Calgary since 2001 with my wife Myrna and our sons Mitchell and Trevor. I enjoy reading, art, music, numerous sports and am an enthusiastic headshot photographer.
I have been a director of Child and Adolescent Services Association in Edmonton, a board member of the Edmonton Society of Financial Analysts, a director and investment committee member of Ronald McDonald House in Edmonton and have volunteered for soccer, lacrosse, hockey and early childhood education. I am a graduate of The John Molson School of Business at Concordia University.
To learn more call me directly at 403-292-3044 (Mountain Standard Time).
