
About Me.
I grew up on a small mixed grain and cattle farm in the southwest corner of Manitoba near the town of Deloraine. This farm background has shaped my personality, values and professional work ethic in many ways. I currently enjoy working with numerous farmers and people in the agriculture industry as I understand their way of life and their daily challenges. I also work with a very diverse client base consisting of individuals, business owners and professionals. I have a network of business professionals to help with any need you may have.
I have worked in the financial services world for over 17 years. My start was in one of Canada's largest charter banks where I worked my way through the ranks to become Branch Manager. In this role I managed staff, conducted personal and business account openings, lending and investments. In 2015 I decided to specialize in wealth management so transitioned to a Financial Planner role where I was fortunate to be able to continue working relationships with existing clients and meet many new clients. In 2021 I obtained my Certified Financial Planner designation, which led me to make another career shift to become an Investment Advisor where I focused on managing portfolios for my highest net worth clients. In March of 2026, I made the decision to leave the bank and focus on building my own wealth management and insurance business based on the skills that I developed in my time at the bank.
I married my wife Katie in 2016 and together we have three children, Kinley, Remy and Bridger. We live a busy life with both our daughters in hockey and ball, but in the summer we try to take time to relax. One of our favorite things to do is to rent a cabin in the Grand Beach area in the summer to rest and recharge while enjoying some beautiful scenery.
On a personal note, I love to get outside every chance i get, ride my dirtbike and am an avid downhill skier. In the small community I live in volunteers are very important. I am the Treasurer of our Curling Club and I am a board member of our Community Foundation. Giving back to the small community that has been so good to me and my family is very important.
My business continues to grow through introductions from existing clients to people near and dear to them. I understand that trust is earned gradually over time and I take that responsibility very seriously. If there is someone in your family or friend network that would benefit from my services, then please reach out to me as I want to connect with them, while maintaining privacy for each individual.
Education
2022
Chartered Investment Manager
Canadian Securities Institute
This course allows me to construct high quality and diversified portfolios for the people that I work with. It also allows me to run your portfolio on a discretionary basis which saves time and allows me to take advantage of quickly changing market conditions without needing to contact you each and every time
2021
Certified Financial Planner
FP Canada
The gold standard for holistic financial advice in Canada. This course required lots of study and applying learned knowledge to real life situations. This course is the most relevant course to help me understand how to effectively help people with their financial lives.
2005-2009
Bachelor of Business Administration
Brandon University
Learned the basics of management, human resources, finance, accounting, marketing and general business operations. I hold a business major and geography minor.
Insights
Services
Secure Your Future
Guidance for Financial Growth
Our Clients
2
Sarah Johnson
Their personalized advice made a real impact on my savings.
3
Michael Chambers
I feel more confident making financial decisions now.
4
Margaret Taylor
Exceptional service and great attention to detail!
Why Choose Us
(01)
Expert Advisor
Over 17 years experience in financial services solving any problems that arise.

(02)
Tailored Solutions
We craft solutions tailored to meet individual needs.

(03)
Comprehensive Support
Expect holistic support throughout your financial journey. From wealth building, growth, preservation and estate planning.









