I’ve had an incredible 40-year career in Saskatchewan and Alberta as an entrepreneur and leader in the wealth management sector. As a life-long learner, I have had the opportunity to study, train and coach some of the most successful Investment teams in western Canada.
With this knowledge and passion for the industry, and with the support of Raymond James, I lead OP Elite Integrated Wealth.
My goal is to offer the very best wealth management advice and provide services and strategies for our clients - individuals, companies and families.
For me, it’s important to support people who are interested in their financial independence and provide them with strategic, meaningful advice that will help them reach their goals and dreams. The right fit is important.
With the support of Raymond James resources and specialists, we offer a spectrum of family office type services that take the client service experience to a whole new level. This includes financial planning, estate & tax planning, portfolio management, family governance, coordination of charitable giving, cash flow & budgeting, debt management, risk management and will & estate planning.
OP Elite is a team of strong individuals that have the experience and capabilities required to ensure long-term success, the knowledge and commitment to achieve your financial goals, and the integrity to do what is best for you, our client.
Beyond business, I have a love for golf, cycling, travel and spending time with my amazing partner Lynne, and our six children!
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