SENIOR INVESTMENT ADVISOR
I was born and raised in Calgary, and spent most of my formative years hiking, climbing, fishing, skiing, and cycling in the Canadian Rockies. I continue to enjoy our beautiful surroundings with my wife, Karen, and seven children.
My passion for investing began during my initial work career in the petroleum industry, eight years of which were overseas. In 1992, I turned this passion for investing and a strong desire to help others take care of their financial well-being into a new career.
I now enjoy a thriving wealth management practice. I have teamed up with several other advisors with whom I share a commitment to hard work and integrity. All of the partners are licensed through Assante Capital Management Ltd., which is registered with the Investment Industry Regulatory Organization of Canada.
My professional training and affiliation with Assante enables me to offer a wide range of wealth management solutions to my clients.
I am very dedicated to the business and deeply value my partners and all of my client relationships.
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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