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.
Lessons from March’s Bank Run
Apr 26, 2023
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....Read more
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
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