Growing up, I had ambitions to persue a career in medicine. I wanted to be a care giver and make a difference in peoples lives. My aspirations were quickly squashed in High School when I was ejected from Biology for refusing to dissect a frog. I had to re-evaluate then, what other careers might fulfill my desires and thus I accepted a job at CIBC, until I figured it out. I quickly integrated into the administrative side of the banking world, moving from position to position and relocating to different communities. At the same time, I furthered my education of markets and investments through online studies or night classes. I completed the Canadian Securities Course, and settled in Sherwood Park in the Financial Adviser role in 1991. Here, I found what I was looking for. I was finally in that 'care giving' role, where I could make a positive difference in peoples lives. Through further studies, I completed the Certificate in Retirement Planning, and obtained the Certified Financial Planner (CFP) designation in 1998.
" I see myself as a Financial Physician. I listen to clients goals and aspirations, gather data, make a diagnosis and recommendations, aide in implementation of the plan to address those aspirations, and have ongoing follow up sessions. "
" I believe that a person’s ‘financial affairs’, similar to their health issues, is one of the most personal facets about them, and the key to building long term, loyal, multi-generational relationships is through active listening, sincerity, honesty and a genuine commitment to doing what is in the clients best interest always. My fulfillment and satisfaction comes from seeing clients meet their financial objectives and knowing that I played an integral part in helping them build and protect their net worth."
I joined RBC Dominion Securities in 2011 and continue to make a difference in my clients' financial well being.