
Member Bio
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Clients approach me from all walks of life; however, there is a common theme among them - A desire to improve financial outcomes for themselves and their family.
As a CFP Professional, I take pride in providing impactful advice to clients across an array of financial objectives. This can include, saving for a first home, investing for a child's education, starting a business, or preparing for financial freedom (retirement).
To support clients further, I am licensed to provide mutual funds and life insurance to clients when appropriate.
I am currently accepting new clients in the Calgary area - let's connect!