If you envision a worry-free retirement, you deserve to work with a financial advisor who understands your unique situation. With over 15 years of experience, I specialize in creating personalized plans that protect your investments during market uncertainty, minimize taxes, and provide a stable, dependable retirement income.
I work with a select number of client families to ensure that each one receives my full attention. Regular conversations or meetings keep us on track, and I am always ready to respond to changes in your life, in the tax code, or in the economy.
As a Financial Advisor with Investia Financial Services Inc., I hold a B.A. and an M.Ed. in addition to being a CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Investment Manager (CIM). I have advised clients of every age and family background in Calgary, and I also take time to train and educate other financial advisors.
When I’m not working, I enjoy swimming, hiking, and spending time with my family, preferably over good food. Let’s work together to make your retirement dreams a reality.