Born and raised in Winnipeg, my affinity towards numbers and passion for helping others led to completing a Bachelor of Commerce (Hons) degree at the University of Manitoba, majoring in Finance and International Business.
While working nearly two decades in the financial services industry, I gained the knowledge and expertise to help clients identify and achieve their unique goals. Using our proven approach, we work collaboratively with clients to develop and manage their individual wealth plans.
Spending over 10 years working directly with physicians and their families has provided me with great insight into the personal lives and financial needs for individuals within the healthcare sector.
In addition, our team focuses on working with affluent business owners, professionals, and a myriad of high net worth individuals seeking advice on wealth management.
With access to a network of specialists (insurance, estate planning, private banking, tax planning), we are able to provide a holistic individualized wealth plan for each of our clients.
Away from work I lead and active life with my wife and three young children.