I believe in delivering knowledgeable independent investment advice, with honesty and integrity to create a positive client experience.  I enjoy developing trusting relationships with clients helping them achieve their financial objectives. 

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I began my investment career in Winnipeg, MB as a Financial Consultant with Investors Group after graduating from the University of Manitoba with a Bachelor of Commerce Honours degree, majoring in finance.

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I later relocated to Calgary, AB where I joined Aligned Capital Partners Inc. as an Investment Advisor.  I am currently registered to provide investment advice and to offer securities products in the province of Alberta, British Columbia, and Manitoba..

 

I have a strong passion for the investment industry.  In order to best serve my clients I have completed the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.

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I am currently pursuing the premier internationally recognized Chartered Financial Analyst (CFA®) designation from the CFA Institute where I am a Level III Candidate.