I was born and raised in Saskatchewan where I’ve developed a close bond to the city and the people in the community. My philosophy in life is to be honest and keep my word.
I live that philosophy in my business, which has helped me be successful at what I do. As a member of the Million Dollar Round Table and being recognized as one of the top 1% of advisors in my field worldwide, I strive to stay on top of market and economic events that can affect both your life insurance and investment portfolio.
As a cancer survivor, I believe insurance and investment planning is too important to be left to chance; this is why it is important to recommend financial solutions that are suitable for you, so that you can make informed decisions.
My family is the most important thing in my life, just as your family is to you. By working together, I promise to make sure they will always be taken care of – today, tomorrow and always!
Promises made. Promises kept. Since 2004.
I have been a financial advisor for over 10 years. My practice is a partnership with 2 other Advisors. We have a junior advisor and 3 other staff. We manage over $100 million dollars. We have 2 CFP’s. 1 CHS and I will complete my CFP This?November.
I focus on the small to medium size business market, 5 to 50 employees. I specialize in Living benefits like critical illness insurance and disability. I am a big believer in Holistic planning to ensure that all but-sell agreements are well funded and understood.
I am an Elite Partner Advisor with Sun Life Financial And also a member of the President’s Circle. (top 50 of 3500 advisors Canada wide).
I am a member of MDRT And Advocis (our version of NAIFA) I am married for 17 years with two children : Hanna is 13 and her brother Cole is 16.