I am a licensed investment advisor attached to PEAK Securities. PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, Investment Dealer.
I bring 9 years of finance experience to my clients hailing from working for 3 of the big five banks and as a licenced mortgage broker. From these experiences I can provide a holistic financial planning service for any and all needs you might have. My life’s passion is helping you with your investment decisions. I pride myself on my relationship with my clients as well as guiding them through the complexities of investing.
I use a wide scope of low cost mutual funds, ETFs, stocks and bonds to help you achieve your desired rate of return given your investment objectives, risk tolerance, and time horizon. I make sure my clients understand where their money is invested and am always accessible for any and all questions you might have.
I write monthly market updates and articles to increase your knowledge about investing I understand the struggles Albertans face and the obstacles that need to be overcome to reach their goals. I look forward to hearing from you and showing you how I can save you money for your retirement!