Whether you’re just starting out, purchasing a home, selling a business, or planning for retirement, I’m here to guide you in making informed and strategic financial decisions. As the saying goes, a goal without a plan is just a wish.

I hold a Bachelor of Commerce in Economics and Law from the University of Alberta and have built a career in financial planning, driven by a passion for investing. I am dedicated to continuous learning, which led me to earn the Certified Financial Planner® (CFP) designation.

With over a decade of experience in the financial services industry, I focus on creating personalized financial plans tailored to my clients’ unique goals. By partnering with Beyond Business Financial Solutions, I’m able to offer clients the advantage of working with a forward-thinking firm that provides access to a wide network of financial professionals, innovative planning tools, and specialized expertise. This collaborative environment allows me to craft comprehensive, well-rounded strategies that address all aspects of a client’s financial life.

Outside of my professional life, I enjoy spending time with my wife and two sons, with a particular passion for travel.