Certified Financial Planner
Chartered Investment Manager
13+ Years
B.Comm. (Hons.)
University of Manitoba
200+ retirement planning
videos published on YouTube
Early in my career, I kept noticing the same pattern. People were consistently saving, making thoughtful choices, and putting in the effort. But the decisions weren’t connected.
Investment withdrawals affect taxes. CPP timing changes income. One move often impacts several others. Most issues weren’t about effort, they were about coordination.
That realization shaped how I approach planning today. It also pushed me to spend more time educating and communicating.
Over the years, I’ve created a large library of retirement planning videos and resources aimed at helping Canadians better understand the decisions they’re facing and how those decisions work together.
Most of my time outside the office is spent with my wife, Melanie, and our three boys. I often joke that I have a second job as an evening Uber driver, usually taking the same three passengers to their next activity.
Hockey, golf, tennis, and now mostly watching my kids compete. I’ve always enjoyed the competition, discipline, and friendships that come with it.
Never something I really planned on doing, but it’s become one of the more rewarding parts of my life.
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.
