Helping Canadians achieve lifetime financial security and live healthier lives.

When working with us, you can rest assured knowing you’re in capable hands. We work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.

Let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:

• assessing your current financial situation,


• setting achievable goals,


• developing a realistic approach to meet those goals,


• helping you work toward your goals and


• helping you revise that approach as your needs change.

Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

I am a Sun Life Financial advisor that cares about lasting impressions and having relationships with Clients that matter! I work hard to ensure I listen to the wants and needs of Clients. Once I understand your needs, I’ll provide sustainable solutions to help you achieve your financial goals. If there is a situation that requires a level of financial planning exceeding my knowledge, I have the ability to bring in a Certified Financial Planner. This will help to provide you with the highest level of assistance you deserve.

My experience in the financial industry is extensive. I began my career in finance with a local Credit Union as a Service Representative. I then moved into a Financial Advisor role, became an Assistant Manager and finally a Branch Manager. I then moved into the Insurance Industry due to the financial hardship of death, illness, and injury I had witnessed far too many times personally and at the Credit Union. Here I became a corporate trainer.

After a few years of doing this, I decided to start my own practice. I work in an alliance with Scott De Patie of De Patie Financial. Since joining Sun Life, I have begun working towards achieving my Certified Financial Planning designation. This will help me personally provide Clients with the level of knowledge they deserve. In 2019, I completed the first designation on that path, known as a Certified Health Specialist or CHS™.

I have been lucky enough to start my family amongst all of this as well, raising four boys aged eight and under with my wife Melissa on our acreage near Nevis, AB.