CFP, RFP, FMA, CIM
I’ve been privileged to provide comprehensive advanced financial management services to clients for over thirty years and joined FaithLife Financial because we share the same values.
Helping clients make informed decisions to manage their finances wisely, in order to reach their goals, has always been something my team and I have enjoyed. From the basics, to advanced retirement income planning, business succession, estate or implementing charitable gifting strategies, we are here to help.
Early in my career, I became a Chartered Financial Planner (CFP) and Registered Financial Planner (R.F.P.) and began helping clients with their planning for financial independence. As time passed, the focus shifted to investment and wealth management, and for the last decade, it’s been on stewardship. Our team approach utilizes the planning designations above, which when combined with my investment expertise as a Financial Management Advisor (FMA) and Canadian Investment Manager (CIM), enable us to comprehensively serve clients to optimize all financial aspects of a client’s life. We work closely with our client’s other professional advisors to collaboratively implement the best solutions for each unique situation, with a keen focus on tax optimization. My education continues to progress as a member of the Financial Planning Standards Council (FPSC) and the Institute of Advanced Financial Planners (IAFP). Outside of work, my wife, Tracy and I enjoy an active life with our two children. In my free time, I am involved in sports and volunteer with various non-profit organizations.
How We’ll Work Together
For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.
Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.
- Understand your financial objectives and concerns.
- Personalize how we work together based on your needs and preferences.
- Gather your information to understand your current situation.
- Analyze your information to develop a personalized plan.
- Implement the desired strategies within your plan.
- Review progress towards your goals and make necessary adjustments.
As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.
Products and Services
I offer insurance and investment solutions to protect your financial future.
- Life Insurance
- Education savings for your children or grandchildren
- Critical Illness, Disability and Long-Term Care Insurance
- Investments for your short and long-term goals
- Savings and retirement income
- Charitable giving options
Contact me today for a free financial review!
About FaithLife Financial
For almost 100 years FaithLife Financial has been helping members connect faith and finances through a broad range of products, services and guidance from our Financial Representatives across Canada. But that’s only part of the story. We also reinvest a portion of our earnings, from insurance sales, back into serving our members with unique members benefits and opportunities to give back to the causes they care about.