Turning Complex Finances into Clear Outcomes

For over 10 years, I’ve partnered with highly skilled professionals—power engineers, millwrights and oil & gas experts—as well as affluent families, delivering financial plans that actually work for their lives. I know your world: the unpredictable shifts, cyclical project work, commodity-price swings and the need to safeguard a hard-earned legacy.

Why I Do This

My passion for personal finance ignited when I watched friends in oil & gas navigate dramatic boom-and-bust cycles with no roadmap. I vowed to build a practice where no one feels lost in paperwork or jargon. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Registered Retirement Consultant (RRC®), I fuse technical expertise with a human touch—designing strategies that adapt to your unique career arc, lifestyle and long-term goals.

How We’ll Work Together

• Advanced Wealth Planning: Structuring portfolios to weather market cycles and optimize growth.
• Tax Optimization: Leveraging every available credit, deduction and income-splitting strategy.
• Capital Preservation: Instituting income-guarantee solutions and legacy trusts that stand the test of time.
• Personalized Guidance: Ongoing check-ins to adjust your roadmap as your career and family evolve.

Request an appointment