BA in Economics from McGill University
IFIC Mutual Fund Licensing
Life License Qualification Program (LLQP) Insurance Licensing
I complete Continuing Education courses annually for my insurance & investment licensing.
I have qualified for Million Dollar Roundtable (Life Insurance Qualification) from 2011-2014
I have been an active member of my Sterling Mutuals Inc. Advisory Council since 2011.
I am licensed in MB for Life Insurance Planning.
I have clients across most of the country from Victoria, BC all the way to Toronto, ON.
Statement of Objectives
I aim to deliver returns in line or above the benchmark index while doing so with as little volatility as possible
I utilize as many of the current and new tax considerations as possible when consulting my clients on an ongoing basis
I keep clients on track and steer them clear from dangerous investments and dangerous investor behaviour
I help with interval, “Guide Post” Setting and “Goal Setting”
I ensure that my clients are kept up to speed on evolving market trends and government legislation changes with consistent newsletter updates
I have been in the financial services industry since 2003. At a young age I took an interest in the industry due in large part to the fact that both of my parents were financial advisors before me. Because of this unique upbringing, I learned that being a financial advisor is a whole lot more than just a job. I learned that the role of a great financial advisor is to be available pretty much 24/7 for my clients. I learned that the best financial advisors help families and individuals make sound financial decisions which lead towards positive financial outcomes. Every day I do my best to be available for my clients and I do my best to provide them with valuable, personalized advice. In turn, I find that the process of making consistently wise decisions leads to achieving positive results.
In 2003, I graduated from McGill University with a degree in economics. After graduating, I joined my parent’s investment and insurance planning firm and spent my first 4-5 years developing my skills. The lessons and skills that I learned in those first 4-5 years proved invaluable once the 2008-2009 Great Financial Crisis hit. Through the crisis (Sept. ‘08 – March, ‘09) I found myself very prepared to handle the stresses of that very difficult time. I give my parents a lot of credit for developing my skills so that I would be prepared for an event like that. It’s funny, history did repeat itself in 2022, though to a lesser degree. Even as global stock markets tumbled and interest rates rose, I found myself very grounded throughout the whole investment year. Fast forward in to 2023 and my 20 years of industry experience paid off very well for me and my investors as we took advantage of the stock market sell-off and used it to our long-term advantage.
When working with new families or new business owners, my goal is to always develop a partnership first and foremost. Once we have established a mutual trust and once we determine what the purpose of our relationship will be, we can then go ahead with developing the necessary strategies required to achieve our planned goals. The strategies aren’t nearly as effective without the underlying purpose built in to them.
Relationship + Purpose = A Healthy Long Term Working Partnership.
In the mid-2000’s, I made a conscious decision to practice my craft differently. I didn’t want to create a business or build relationships with the old school rigid and stuffy business feel to them. I purposefully chose to create a much warmer, personal “feel” within my business. This “feel” is an important part of the way I operate. Don’t get me wrong, the concept of providing high end financial advice is very important and serious but I feel the conversations and interactions surrounding this topic don’t have to be so rigid and painful for customers. Culturally, this is the most important characteristic of how I operate my business and grow my client partnerships. I firmly believe that this is how financial advising should be done in this day and age, and I conduct all of my client interactions this way.
If you are looking for the “old school, very serious advisor” working downtown in the city (where there is no parking!), then you may not be interested in my approach. Having said that, if you are interested in receiving great advice in a friendly, unintimidating manner, then perhaps we would be a good fit! Don’t forget I also do evening house calls if necessary so no need to struggle finding parking downtown!
On the personal side of things, I have the most incredible life partner who’s name is Rebecca. Rebecca is an unbelievably caring woman and I am so blessed to be able to spend my life with her. She’s the perfect compliment to my personality. Rebecca has three great kids who’s names are Noah, Lachlan and Willow. I love these kids as if they were my own. Together, Rebecca & I have “Baby Adeline” and Ady, (as we refer to her as) has perfectly rounded out our modern family.
I have always loved supporting my local Winnipeg no-kill animal rescue shelter. I have a keen interest in The No Kill Winnipeg Pet Rescue Shelter as that is where I have adopted most of my pets from. Most recently Rebecca & I adopted a husky shepherd mix named Molly and we love her to pieces. Molly has given us a run for our money but we still love her dearly.
I run my business at a pretty intense pace. I have found that having that having a dog around plus my incredibly supportive family help keep me grounded and consistently moving in the right direction. Speaking of that “stress of the job.” I have found that one of my favourite things to do is to go for a nice long run after work. Over the years, I have learned to absolutely love my afternoon / evening run. Whether it be running on a hot & humid summer day, or a freezing cold winter evening through the snowbanks of Winnipeg, I always take time out of my day for my cherished run. Some of my best ideas come to me while I am out there trudging through the snow or pounding the pavement. My friends and clients often see me out running in the River Heights area of Winnipeg. It’s always nice to get a little “honk” from my friends as they drive by! Aside from those few personal notes, I also like to help others when and where possible. The Upside Down Tree Foundation and KIDTHINK, (a children’s mental health outreach initiative) are great local causes that I care deeply about. I was taught a number of years ago by a family member to “give until it hurts”. Not a day goes by when I don’t think about how I can do more to help out others in my community (be they people or animals). I love Winnipeg. I love everything about it. Although I do have clients across the country from Victoria, B.C. all the way to Nova Scotia and New Brunswick (and everywhere in between), I am very proud to call myself a Winnipegger.