In today's fast-paced world, managing your finances is becoming increasingly complex. While it's nice to have the flexibility and choice of the many financial options available, the result is a need for increased time commitment, attention, and knowledge.
I believe in a personalized approach based on your priorities. It's important to develop comprehensive strategies to manage your total financial picture. From day to day cash management, investment and retirement planning to borrow, risk management and estate planning, I can help you understand the financial implication of events that happen through out your life. As you evolve, we will make the necessary adjustments to ensure your plans keeps pace.
I have been in the financial planning industry for over a decade. I hold the Financial Management Advisor and the Certified International Wealth Manager designations and the prestigious Fellow of the Canadian Securities Institute designation.
I have received many honors and awards over the years: 2001 CIBC Annual Achievers Award, 2002 CIBC Annual Achievers Award, 2011 nominated for the Prime Minister's Award (Community Leader), 2015 Volunteer Award for Earned Leadership (Calgary Drop-in and Rehab Centre).
I have also been featured in several business and news articles such as Business Edge, CBC Radio One, CBC News, Investment Executive and Advisors.ca.