About Me

I bring 9 years of finance experience to my clients hailing from working for 3 of the big five banks, and I am a life insurance agent in BC and AB. From these experiences I can provide a holistic financial planning service for any and all needs you might have.

I am also an Associate Portfolio Manager attached to PEAK Securities. PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, Investment Dealer and is a member of the Canadian Investor Protection Fund. I use a wide scope of low cost mutual funds, ETFs, stocks and bonds to help you achieve your desired rate of return given your investment objectives, risk tolerance, and time horizon. I make sure my clients understand where their money is invested and am always accessible for any and all questions you might have. My life’s passion is helping you with your investment decisions. I pride myself on my relationship with my clients as well as guiding them through the complexities of investing.

I write monthly market updates and articles to increase your knowledge about investing I understand the struggles Albertans face and the obstacles that need to be overcome to reach their goals. I look forward to hearing from you and showing you how I can save you money for your retirement!