Each winter, I’m reminded of the allure of moving somewhere warm, and I’m here to make that a reality. Born and raised in Southern Saskatchewan and then moving to Edmonton and then Calgary, I understand why my clients prefer warmer climates in those cold, long winter months.

Offering services in Alberta, BC, and Saskatchewan, I wanted to focus on clients who are nearing the end of their working careers or have already retired. And as such, I’ve spent the last 22 years as a Financial Advisor creating healthy retirement cash flows for my clients. If your goal is to simply spend winters elsewhere, I get it. But if you have grander plans for your retirement years, I can help as well. I’m here to listen to your retirement plans and make them real and achievable.