Team

• Certified Financial Planner (CFP®) - The Canadian standard for qualified financial planning professionals.
• Chartered Life Underwriter (CLU®) - Canada's premier wealth transfer and estate planning designation; a focused expansion on the CFP® curriculum.
• Chartered Financial Consultant (ChFC®)- The most extensive educational program for any financial services credential; the highest standard of knowledge and trust in financial planning.

In my home life, I can't say enough about my family.  I'm rewarded every day as a devoted husband and father to three active daughters who thrive dancing on stage and tearing across the soccer field.  Although I'm not optimistic, I hope to one day get some semblance of my golf game back!

I'm passionate about the pursuit of excellence and how it makes a difference in my field and for my clients.  One important milestone was my term as President for the Edmonton Chapter of the Canadian Association of Insurance and Financial Advisors.

I'm also passionate about healthy, active living, which includes hockey, golf, and, of course, good red wine.

As someone who is focused on professional and personal growth, I am thrilled to be part of the Belay family. There is always a new strategy to learn and personalized client services to offer. I am thankful to be part of a company that encourages me and provides opportunities to better myself every day. 

I am unsure of who the author is, but this quote resonates with me... “A jack of all trades is a master of none, but oftentimes better than the master of one”. It just reminds me to always keep learning.

Doing our best today sets us up well for tomorrow.

I'm motivated by happiness and opportunities to get active. 

I am a born and raised Edmontonian.  I'm proud of our open culture and the world-class opportunities available to my son, my husband, and myself.  I'm thankful that I've been able to nurture a long and rewarding career here.  It doesn't hurt that I have a great garden as well.

I value curiosity and the opportunity to teach new things to my son.  Einstein said, "A person who never made a mistake never tried anything new."  I believe that learning is imperative to our growth and to a rewarding life.