A veteran of the financial services industry for over 10 years, I’ve developed a real passion for financial literacy and I truly believe in its importance in this age of instant news and information overload. Helping people cut through the noise and decide how best to reach their financial goals is what I take the most pride in.
I’m also proud to have had the opportunity to serve families in Lethbridge, Alberta, where my family and I lived for eight years, advising clients through up and down markets, helping them stay focused on their financial goals and on track to meet them.
I’m a graduate from the University of Windsor with a Bachelor of Commerce Honours degree. I’ve completed the Canadian Securities Course, Conduct and Practices Handbook, Investment Funds in Canada and Wealth Management Essentials, and have recently obtained my Certified Financial Planning designation. All in an effort to help Meridian Members simplify complex concepts and learn to be better investors.
Giving back to my community is very important to me. I’m on the library dragon boat team and have been the board chair for the Lethbridge Housing Authority. I’m also actively involved in Rotary and taught Financial Literacy at Lethbridge College.
As a husband and father of two young children, I know how busy life can be. Let’s make sure yours is more financially secure.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English