Garrett brings over 17 years of experience in the financial service industry to his clients. He represents a long-term perspective in the financial advisory sector which provides his clients the advantages of a deeper relationship and execution of inter-generational family wealth management objectives.
With considerable career experience in risk management and global macro trading, Garrett values developing clear, concise strategies to help achieve the financial goals and objectives helping business owners, professionals, and those transitioning to retirement. Garrett firmly believes in utilizing the most forward thinking in terms of tax, estate and financial planning to help facilitate informed decision making for his clients. He is dedicated to providing a special client experience from initial client discovery to throughout the strategy execution and ongoing monitoring process. His group’s integrated resources ensure optimal client outcomes.
Garrett holds both the Chartered Financial Analyst (CFA) & Chartered Market Technician (CMT) designations. He is options/futures licensed and is also a licensed Insurance Representative. Garrett lives in Calgary with his wife and son, and in his leisure enjoys staying active with his family bison farm.