I maintain a conservative investment philosophy, ensuring that all investments are in line with the client's view of risk. These investments will be incorporated into a comprehensive financial plan, which integrates their financial objectives including retirement, cash flow management, and estate planning.
I have extensive knowledge in the area of finance through my attainment of:
a Bachelors in Business Degree, the Professional Financial Planning course, a Corporate Finance Diploma, as well as completion of Level I of the Chartered Financial Analyst designation.
Originally from the Okanagan area, I moved to Calgary for the weather. I enjoy taking advantage of the many golf courses in the Calgary area and continue to take pleasure in performing as a live musician (on occasion).
Give me a call to discuss any financial concerns you may have. If I don't have the answer I will know someone who does