For the past 21 years, I have been working in the financial services industry as a Wealth Advisor. I achieved my Portfolio Manager accreditation in 2011 and have been helping my clients achieve their retirement goals using customized financial solutions ever since.
My specialty lies in my knowledge of investment products and finding the right investment solution for my clients based on their personal circumstances, objectives and goals. I also have a deep passion for retirement planning ideas and concepts to better my clients' financial lives.
My clients have told me I make their lives easier when it comes to dealing with navigating retirement solutions. Building my clients wealth has also been a focus of mine my entire career.
I was born and raised in Winnipeg and continue to live here with my wife Lina and our dog Tristan. We enjoy getting away a few times a year to our home in Scottsdale, AZ.