B.Comm(Hons.), CHS, CFP, CLU, CH.F.C., RFP, TEP
Certified Financial Planner
As a Financial Advisor, I assist my clients with the development of appropriate financial strategies, their successful implementation and the achievement of their personal financial goals.
I began my career in the financial services industry in 1990, immediately after completing my Bachelor of Commerce (Honours) degree at the University of Manitoba.
During my 30-year career, I have always maintained a financial advisory practice. I have successfully obtained 7 professional designations including the Chartered Life Underwriter, Certified Financial Planner and Registered Financial Planner designations.
Additionally, from 2000 to 2011, I held senior management and Board of Directors positions within the Wellington West organization, including a 10-year term as President of Wellington West Financial Services Inc. During this period, Wellington West was chosen as one of Canada’s 50 Best Managed Companies for 6 consecutive years.
Following the sale of Wellington West in 2011, I have focused solely on my financial advisory practice.
While I work with clients from a variety of backgrounds, the majority of my clients are business owners, professionals, professional athletes and retirees.