I'm fortunate to love what I do and truly enjoy getting to know the families we work with. My primary goal is to build confidence the old-fashioned way—by getting to know everyone personally. This helps us tailor the best approach so the families we support can build, protect, and enjoy their wealth while ensuring a smooth transition of assets to those who matter most.

With over 21 years in practice, I am a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Investment Manager (CIM^®), and a Fellow of the Canadian Securities Institute (FCSI^®). With an Honours BA from the University of Windsor, I'm an enthusiast of all the world has to offer and love engaging in healthy debates and thought-provoking dialogues.

I believe in going to bed each night 1% more knowledgeable than when we woke up—by reading, listening, and engaging with the world. I'm passionate about continuous learning, not just within the wealth management industry but in all things awesome in life.

On a personal note, I'm a father of two bold, brave, and kind-hearted young girls, and I enjoy life's adventures with my beautiful wife. Our goofy, oversized canine keeps us active and exploring our wild Alberta backyard.

I'd love to start a conversation with you. Whether it's an introductory chat or a detailed financial plan, please connect and say hello! And if you were referred to us, let us know who we need to thank!

"Be Bold, Be Brave, Do Good." - Maxwell and Lennix Alexander

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I help high-net-worth individuals and families turn their financial dreams into reality. With over a decade of experience, I specialize in creating sophisticated, tailored plans that grow and preserve wealth while aligning with your life goals. 

Financial planning isn’t a solo act—it’s a team sport. My role? To be the expert guide who brings the right professionals together, ensures every moving piece works smoothly, and helps turn complex strategies into real-world success. I simplify the complex so you can focus on what matters most. 

I’m a disciplined, competitive marathon runner who brings the same focus and determination to financial planning as I do to the racecourse. But life isn’t all about spreadsheets and strategies—it’s about balance. Family is my top priority, and I believe true wealth is measured by the joy and legacy we create with our loved ones. 

When I’m not crafting financial plans, you’ll find me exploring the world with my husband or training for my next marathon. If you’re looking for a financial planner who’s as passionate about your goals as you are, let’s connect. 

Together, we’ll design a plan that not only secures your financial future but also enriches the life you’ve built.

"Wealth is the ability to fully experience life." - Henry David Thoreau

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I have been blessed, having 30+ cherished years of experience in the financial planning industry, with clients that are truly awesome.

I graduated from the University of British Columbia with a Bachelor of Education, and I combine my deep industry knowledge with exceptional organizational skills. I bring dedicated expertise and efficiency, that our clients have come to expect. 

Known for my endearing yet proficient nature, I am committed to providing top-notch support, ensuring our operations run smoothly and your goals are met with precision and care. 

My passion for the great outdoors, exploration of the culinary world, and love for my family, reflect my well-rounded and balanced approach to life and work. I believe you can trust in my experience, dedication, and personal touch to elevate your financial planning journey.

"To live is the rarest thing in the world. Most people exist, that is all." - Oscar Wilde

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