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Life is a journey and because of what I do, I am able to help people along their way regardless of where they are and where they want to go. I believe planning is the key to financial success because with a plan you can adjust your path to be what you want life to be. I enjoy exploring the possibilities with each client as they travel along life’s path. In doing so, I can provide planning solutions through the use of a variety of investment and insurance products. This allows us, client and advisor, to create an effective plan which includes retirement and estate planning considerations. I enjoy helping people, which probably comes from my farming background where there was a strong sense of community. I grew up near Caroline, Alberta and left home to earn a degree in zoology, which led to an opportunity managing an electronic instrumentation design team with an oil well service company. And from there a career in the financial services industry. An interesting path with many great experiences and stories to share.
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