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 bring a technical yet highly personal approach to financial planning. As a partner at Momenta, I have spent the past nine years helping Clients make confident decisions about their money by turning complex situations into clear, practical strategies.

Before becoming a planner, I worked as a consulting engineer and taught investment courses, which sparked my long-standing passion for finance and education. I take pride in being professional, thoughtful and detail‑oriented, while also personable.

I hold the Certified Financial Planner®, Certified Health Insurance Specialist, Chartered Life Underwriter and Professional Engineer designations. I am also the current President of the Edmonton Estate Planning Council, a multidisciplinary networking group that connects accountants, lawyers and tax professionals to share ideas and build cohesive solutions for Clients. I especially enjoy the opportunity to collaborate with Clients’ other professionals to ensure every aspect of their plan works together.

Community and family are central to my life. I coach my daughter’s soccer team and am an avid cyclist and motorsports enthusiast with a deep passion for music. At home, I'm a devoted husband and father of three and aim to bring the same commitment to problem‑solving, learning and growth to my personal life that I bring to my Clients’ financial plans.

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 am passionate about working with Clients to accomplish their financial goals. I specialize in working with high net worth individuals and business families as part of their broader advisory team. To my practice, I bring an analytical background and extensive education and experience in business management, as well as over a decade of industry experience in financial advisory, financial planning, and investment management.

I use a planning-driven approach to understand and evaluate Client goals, identify financial risks and opportunities, and recommend strategies to ensure that your wealth works to accomplish your aims. I work best with highly engaged Clients who are seeking rigorously researched advice and are growth and/or legacy minded. My degrees and designations include:

• Bachelor of Science in Electrical Engineering, University of Alberta – BScEE

• Master of Business Administration, Queen’s University – MBA

• Certified Financial Planner, FP Canada – CFP®

• Chartered Life Underwriter, Institute for Advanced Financial Education - CLU®

In my personal life, I absolutely love to travel. I am always on the lookout for my next destination and love experiencing different cultures through their food. I am also an avid sports fan and enjoy watching hockey and football and playing badminton and golf.

I graduated from NAIT in 2023 with a major in Finance, driven by a strong interest in investment analysis and helping Clients make confident, well-informed financial decisions. Over the past two years at Momenta, I’ve supported Clients in building sustainable financial roadmaps, with a focus on thoughtful portfolio analysis and long-term strategy to strengthen their financial well-being. I appreciate and respect the trust Clients place in me and approach every relationship with professionalism, care, and a focus on delivering clear research-driven guidance that is aligned with their goals. Helping Clients feel confident and supported is what I am most passionate about.

A core value in my work is continuous learning. I’m committed to continual growth in the field and am working towards pursuing further designations—including the CFP and CFA—to strengthen my expertise and expand the value I bring to Clients.

Outside of my professional and academic pursuits, I enjoy spending time in nature and with family—whether it’s camping, visiting the mountains, holidaying by the ocean, or simply enjoying a patio or walk. I also love trying new recipes, especially when the final product is worth the wait. I like to think of myself as someone who approaches life with curiosity and enthusiasm, and I always enjoy hearing about the experiences and passions of others just as much.

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.

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. 

As an advisor assistant, I work closely with our advisors to ensure they are fully prepared for every Client interaction. I’m naturally detail-oriented and enjoy organizing, reviewing, and presenting information in a clear and thoughtful way to help support a strong Client experience.

With five years of experience, I also specialize in file processing with a focus on life insurance. I’m passionate about continually building my knowledge so I can better support our advisors, our team, and the Clients we serve.

Outside of the office, I’m a busy mom to three very active boys and love spending time with my husband and family. Most days are spent at practices, games, or volunteering, and I wouldn’t have it any other way.

I joined the team at Momenta Financial in 2023, bringing with me over eight years of industry experience and expertise. As a service associate, I support Clients with their wealth account needs and take pride in delivering thoughtful, reliable service.

I am committed to continual learning and professional growth, and I value working efficiently while always seeking better solutions—not just easier ones. Knowing the work we do positively impacts our Clients’ lives is a huge source of pride and motivation for me in my role

Outside the office, I’m enjoying my empty nest chapter with my cat, a cozy cup of tea, and some well-earned quiet time.