Chartered Investment Manager
6+ Years
BBA, University of Winnipeg
Growing up, I’ve always been a creative thinker. Whether it was solving problems, building ideas, or finding new ways to approach challenges, I enjoyed looking beyond the obvious and imagining what was possible. That creativity continues to shape how I work with clients today.
Financial planning isn’t just about numbers, investments, or insurance products. It’s about the people, their goals, and the life they want to build. I enjoy taking complex financial situations and turning them into clear, personalized strategies that help clients move forward with confidence. Every client’s story is unique, and I believe the best financial plans are those that reflect their values, priorities, and vision for the future
The most rewarding part of my work is seeing my clients succeed. There is nothing more fulfilling than watching individuals and families achieve goals they once thought were years away. Their success is what motivates me every day.
I enjoy staying active and am always looking for new ways to challenge myself and keep fitness enjoyable. For me, staying healthy is about consistency, variety, and having fun along the way.
I have a great passion for travel and hope to continue exploring new countries and cultures around the world. I enjoy learning from different perspectives and the experiences that come from stepping outside of my comfort zone
Not many people know this about me, but I've always had a natural appreciation for the arts. Whether it's arts and crafts, cooking for friends and family, or quiet time building projects, I've enjoyed creative pursuits for as long as I can remember. has context menu
NEXT STEP
Start with a short conversation about your situation, what’s important to you, and what you’d like your retirement savings to do.
