I help Albertans turn their life savings into a reliable, tax-efficient retirement income.

Most people come to me feeling like their finances are a pile of moving pieces—investments, taxes, pensions, decisions.

I bring clarity by putting those pieces together into one plan that actually makes sense.

With over 19 years of experience, I work with individuals and families—primarily 50+ with $1M+ in assets—who want clarity on one thing:

“Are we going to be okay?”

I build clear, integrated financial plans that connect investments, taxes, income, and estate strategies—so you can stop guessing and start feeling confident.

My role is simple:
→ Turn your portfolio into a paycheck
→ Reduce unnecessary taxes
→ Make your wealth last

Based in Medicine Hat. Working with clients across Southern Alberta.

If you have a question about money, ask me—I’ll either answer it or point you in the right direction.