“Just as elite athletes rely on coaches to reach their full potential, I believe people benefit from having a thoughtful financial partner, who helps guide their decisions that support their values and vision.”
My journey into finance began with a natural curiosity at an early age. That curiosity led me to a career in investment banking, where I spent over two decades advising some of the world’s top companies. I thrived on the discipline, the pursuit of excellence, and the challenge of solving complex problems under pressure.
Over time, my focus evolved. Managing my own finances led me to discover a passion for family wealth planning. I realized I wanted to help people — not just businesses — achieve lasting financial independence.
Today, I help clients make confident decisions amid the uncertainty of markets and life. My approach is both analytical and human. With a background in actuarial mathematics and investment banking, I seek to uncover value in opportunities, implement tax-efficient strategies, and help clients chart a course towards financial success. Just as important are the honest conversations about how they want their wealth to support their fullest life — and feel inspired by their financial journey.
I care deeply about the people I partner with, offering the warmth and personal attention they deserve. Helping them make smart financial decisions is a profound privilege and one of the most fulfilling aspects of my work. Client feedback like this reminds me why I do what I do:
“You consistently look out for others’ best interests — it’s obvious you genuinely care and that your advice is grounded in integrity.”
I hold a Bachelor of Science in Actuarial Mathematics, a Bachelor of Commerce in Finance — both with distinction. I’m also a CFA® Charterholder.
Beyond the Office
As a proud second generation Calgarian, I’m guided by family, culture, and respect — principles that continue to shape my personal and professional life. My wife and I have been married for over two decades. We’ve spent much of that time cheering from the sidelines of hockey rinks and soccer fields with our four children — who keep life joyful and humbling.
Giving back has always been important to me. As a long-standing
supporter of charitable organizations like the United Way of Calgary,
I’m committed to strengthening our community — a cornerstone of our
family’s values.