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Together, we bring years of extensive industry experience. It is our passion to help families define their futures and reach their goals. Without question we have seen it all – our experience and knowledge is our greatest resource. We are our best when we help our clients navigate through all of their financial affairs.
B.Comm, CIM®
Senior Investment Advisor & Senior Portfolio Manager
I have been collaborating with families and defining their wealth strategies for over 20 years. As a Chartered Investment Manager (CIM®), I implement unique time tested and disciplined portfolios.
My wife Cindy and I enjoy time at the Saskatchewan Landing with our children Elliott and Olivia. You might also catch me on stage with my band RibRash.
Senior Associate Investment Advisor
I am the financial planner of our team. I bring over 20 years of industry experience. I am able to walk you through all facets of the planning process; retirement cash flow, estate planning, insurance and portfolio strategy.
I grew up in Swift Current and I’m so happy to raise my kids – Margo & Jake – with my husband Tyler here in our little city.
Senior Associate Investment Advisor
I am the operations manager of our group. I ensure all facets of behind the scenes run smoothly for our clients. I specialize in “special situations” ensuring that we get things done for our clients.
I live and work in Regina and enjoy spending time with my family and friends.
Associate
As the team associate, I assist you in your day to day activities – online access, ordering funds, opening or updating an account. I’m often the friendly voice on the phone ready to help.
My husband Chris and I moved to Swift Current in 1992 and enjoy our Grandchildren and being active in our church.
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