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.

I volunteer for a local Girls Club and also work with a Refugee Committee here in Edmonton.  These are organizations committed to connecting people and instilling the values of respect and dignity.  I believe the greatest joy comes from helping others and seeing the difference we all can make, especially when we work together.

I enjoy travel, camping, running, and reading.  They are activities that both carry me far and keep me grounded.  I always try to remember that, no matter what, it's important to: Reflect, Learn, Grow, and Let It Go.

I hit the jackpot with Belay Advisory.  I was seeking a team with camaraderie, laughter, and a strong work ethic.  I'm living my mantra - Doing our best today sets us up well for tomorrow.

I'm motivated by happiness and opportunities to get active.  I organized a walking club for my friends and colleagues to get everyone outside and enjoying one another.  It gives us each pause to appreciate our lives and a breath of fresh air so we are primed to tackle each new opportunity.

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.