Financial Planning: More Than Just Investment Advice

Certified Financial Planner serving Calgary, Alberta

I'll work with you to create a comprehensive financial plan, and coordinate with your existing professionals like your accountant and estate lawyer.

I'm licensed to provide a wide selection of Mutual Funds, TFSAs, GICs, Savings Accounts, RRSPs, RRIFs, RESPs, Segregated Funds and as well, Life, Disability, and Critical Illness Insurance.
I'm independent, meaning I have no connections to any particular fund family, insurance company or other financial institutions—my only bias as a financial advisor is in favour of your best interests.

My standing as a small business owner gives me insight into financial planning for other small business owners, including tax minimization strategies.