Certified Financial Planner
Chartered Investment Manager
11+ Years
I’ve always enjoyed understanding how things work.
Early in my career, I spent several years working in banking, where I gained firsthand experience helping clients with many of the financial decisions they face every day. It was a valuable foundation, but I found myself wanting to go beyond individual products and focus on building long-term plans and strategies.
What I enjoy most today is digging into the details. Whether it’s a retirement plan, investment strategy, or tax consideration, I like taking the time to understand the complete picture. Often, it’s the small details that make the biggest difference.
Over the years, my role has evolved, but one thing hasn’t changed. I still enjoy asking questions, solving problems, and making sure every recommendation is backed by careful thought and attention to detail.
One of the unique parts of my career is getting to work alongside my wife, Hana, every day. Outside the office, life revolves around our daughter, Dani, and spending time together as a family.
Living in Manitoba has given me a deep appreciation for the outdoors. Whether it's canoeing through the province's lakes and rivers, golfing, playing sports, going for family walks, or firing up the BBQ on a sunny afternoon, I enjoy any opportunity to get outside and make the most of our beautiful surroundings.
Healthy competition has always been part of our family. From board games and card games to backyard sports, we love any activity that brings everyone together and creates a little friendly rivalry. If there's a game to be played, chances are we're all in.
Seeing the world has always fascinated me. At 18, I embarked on a two-year journey through Australia and South America, which I’ll always view as a formative experience. I still enjoy discovering new places, experiencing different cultures, and creating memories with my family whenever we have the opportunity.
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.
