If you need personal guidance with your investment and financial planning needs, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to a full spectrum of investments, including stocks, bonds, mutual funds, and insurance solutions. To find out about the full range of wealth management advice I can provide, please give me a call, my contact information is on the left.
I have been an Investment Advisor with RBC Dominion Securities since 1999. The successful relationship I enjoy with my clients has allowed me to be a member of the RBC DS President's Club in all my eligible years. A native of Regina, and a graduate of the University of Regina, I have fulfilled my goal of making Regina my home and building a successful business in Saskatchewan.
I hold the Professional Financial Planner (PFP) and the Financial Management Advisor (FMA) designations. I am also licensed as a life, disability, and critical illness insurance agent.
Outside of the office, my wife Tracy and I have 2 children, Owen and Ingrid. We enjoy cabin life on Lac LaRonge, a variety of sports with the kids and are active in the school and local community.