CIM, FCSI, BA, PFP
Address4954 Richard Road SW
Calgary, AB T3E 6L1
My BackgroundI go to work every day helping my clients meet their goals and putting together a financial plan that make those goals attainable. Our practice is centered around knowing what is important to you, how you feel fulfilled and determining if what you are doing is adding value to your life and the others in your life who are closest to you. I try to get clients to focus on the entire process of wealth creation and offer reassurance during tough times.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.