District Manager - Alberta
I have been in the financial services industry since 2004 as an advisor. In 2019, I transitioned into a District Manager role at FaithLife Financial. I have been a certified financial planner (CFP) since 2010 and presently, I am working toward my fraternal insurance counsellor designation (FIC) as well. I thoroughly enjoy this career, which has been very rewarding because I am able to help protect the financial futures of individuals, families and businesses by identifying risks for my clients and how these risks can be reduced with insurance solutions. As the father of an autistic child, I also bring a wealth of experience in planning strategies for special needs families. My own experiences have taught me so much and I am passionate about what a difference that can be made to protect families when an unforeseen event occurs.
I am thrilled to continue this journey as a District Manager and to share my knowledge in the field by coaching Financial Representatives. I am here to support our Financial Representatives as they work to build their business.
I am a big believer in community and in volunteering to make communities a better place for our children to grow up in. As a fraternal organization, FaithLife Financial has values that align closely to my own. It is an organization that cares about people and is a great supporter to the community through unique member benefits like Action Teams, which give our members opportunities to volunteer and support the causes they care about in their local communities.
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.