After working in the Finance Division of a large financial services company, it became obvious to me that I was more interested in helping other individuals reach their goals rather than helping institutions.  In 2004, I started my own practice as part of the Sterling Mutuals Inc. network of independent financial advisors.  I have not looked back since.

Being an independent advisor allows me to give objective advice, free from the pressure to sell any company's products.  My first client was a former co-worker of mine and my client base has steadily grown over the years as more and more individuals and families have seen the value of my focus on tax-smart investing and financial planning applied from my academic background and experience.

Academic Background

Chartered Professional Accountant (CPA) - CPA Canada

Certified Management Accountant (CMA) - the Society of Management Accountants of Canada

Chartered Investment Manager (CIM^®) - the Canadian Securities Institute

CERTIFIED FINANCIAL PLANNER^® (CFP^®) - the Financial Planning Standards Council of Canada

Fellow of the Canadian Securities Institute (FCSI^®) - the Canadian Securities Institute

Bachelor of Commerce (Honours) in Public Policy - the University of Manitoba

Bachelor of Arts in Economics - the University of Manitoba

Competent Toastmaster (CTM) - Toastmasters International