About

I am a second-generation Advisor, and I joined Sun Life in 2012. I embraced my role in helping Clients on their journey towards achieving lifetime financial security and living healthier lives. I’m proud to hold the CERTIFIED FINANCIAL PLANNER® and Certified Health Insurance Specialist designations.

I enjoy partnering with Clients on all aspects of their investments and financial planning. In every interaction I have with Clients, I aim to provide lasting value. I truly consider it a blessing to be able to walk alongside Clients through their professional and personal lives.

I am an avid outdoorsman and diehard Oiler’s fan. As a husband and a father to three girls, I also enjoy the sports they play, such as gymnastics and swimming. In my free time, you’ll often find me golfing, hunting, or fishing.

With a background in engineering and business, I utilize a very technical and strategic approach to risk management and financial growth. I help you plan for your future while managing risks and enable you to thrive through life’s challenges. I love learning about what motivates people, and I truly care about the Clients whom I have the privilege of working with.

The management of your finances is deeply personal. I commit to being professional, creative and energetic in the work we do together.

I hold the CERTIFIED FINANCIAL PLANNER®, Certified Health Insurance Specialist and Professional Engineer designations. I sit on the Board of the Estate Planning Council of Edmonton.

I am a loving husband and caring father to my three wonderful children. My family and friends are a top priority in my life. I have a strong focus on education and problem solving in both my professional and personal lives. I am passionate about coaching sports, mountain biking, running, good food and travel.

With a strong background in tax and estate planning, I assist professionals and business owners in creating abundance by taking advantage of wealth, insurance, and tax strategies to develop their unique financial plan. My goal is to provide a personal and intelligent approach to financial planning. I want to help you reach your short and long-term financial goals while reducing risk to you, your family, and your future.

With an extensive background in accounting, tax planning, trust and estates, and insurance planning, I bring trusted expertise to the table. I can seamlessly collaborate with your accountants and lawyers to help safeguard and maximize your financial future. My credentials include:

• Chartered Professional Accountant, CPA, CA
• Member of the Society of Trust and Estate Practitioners, TEP
• Chartered Life Underwriter, CLU®

Beyond my professional pursuits, I find immense joy in my role as a loving husband and father. I enjoy biking, basketball, hockey, and spending time in nature. My family and I are avid travelers and love to experience different cultures, landscapes, and cuisines around the world.

Integrity, authenticity, commitment, and connection are my personal values that resonate deep within me. I believe that these core principles form the foundation of meaningful relationships in my personal and business life. 

I have worked with the Momenta Financial team for over 12 years. I handle many administrative needs, supervise the day-to-day operations of our wealth team and ensure we follow compliance standards.

With over 37 years of customer service experience, I know how important it is to provide friendly, caring and helpful service. I’m proud to be a part of a team that exemplifies those values. I enjoy helping others and want Clients to know that we are here for them.

My family means a lot to me, and I enjoy spending time with them, especially playing with my grandchildren. In my free time, I like to garden, sew, bake and volunteer. 

I have over eight years of experience working in the financial industry. As a service associate, I manage insurance related matters and assist with Clients’ plans. I also help the team by creating processes that improve our efficiencies and mentor new team members. 

When processing claims, being sensitive to the circumstance is key, along with ensuring we help Clients in a timely fashion. I strive to communicate clearly and let Clients know our team is always here to support them.

I am a foodie at heart and love trying new restaurants and creating recipes. In my free time, I like to read and travel.

In my current role as an advisor assistant and operations team lead, I work closely with my colleagues to improve our overall processes and procedures to better serve our Clients. I know that Clients' time is valuable and the ability to work alongside the Momenta Financial advisors to provide clarity and efficiency are essential in creating exceptional Client service. We truly value Clients and want them to feel that in every interaction.

When I’m not working, I enjoy spending time with my wife and our two young boys. I also love watching movies, reading, and spending time with friends.

As an advisor assistant, I work with our advisors to prepare them for meetings. I enjoy using my natural attention to detail to properly review and assess a wide array of information and present it in a clear and concise manner.

I also work on file processing, specifically in life insurance. I am excited to continually expand my knowledge in this area for the betterment of the advisors, our team and Clients. 

As something that is very close to my heart, I also organize all of the community involvement events for Momenta Financial. I believe that being active in the community at large brings our team closer together.

Outside of work, I enjoy spending time with my husband and 3 active boys. When I am not at a practice or game I can be found with friends or volunteering in our community. 

I joined the team at Momenta Financial in 2023 and bring with me over eight years of industry experience. In my role as a service associate, I handle requests related to Client’s wealth accounts. I feel proud of the contributions I make each day because I know the work we do genuinely impacts Clients' lives.

Away from work, I can be found reading, camping and spending time with family and friends. 

As both a recent NAIT graduate and recent addition to the Momenta Financial team, I am eager to bring everything I have learned throughout my financial degree to aid in our planning process. I appreciate and respect the opportunity to help Clients reach their financial goals and I value financial analysis, learning, and practicing good investing.

Apart from my professional and educational pursuits, I spend winters staying indoors and being cozy and then enjoy every bit of the summer outdoors. Although I can romanticize winter, camping and being on or in the water are my favorite leisure activities.