About

I have been an Advisor and Financial Planner for over 25 years. I am proud to be the Founder of and Managing Partner for RWFG since 2003.

My passion is in helping Clients build lives of longevity and abundance. As a CERTIFIED FINANCIAL PLANNER®, my role is to help Clients simplify and clarify their financial lives. I do this by developing a holistic plan including strategies for us to implement it successfully.

I’m proud of the team at RWFG and the positive impact they have on Client’s lives every day.

I’ve been ranked in the top 1% of financial professionals worldwide for the past five years, as recognized by the independent industry association Million Dollar Round Table.

Outside of the office, I am an extensive traveler with my wife Jackie. I enjoy staying active by walking and spending time in Edmonton’s beautiful River Valley with my Samoyed dog Nanuq. I am also an avid Oilers fan.

Awards and memberships are based on insurance business only.

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 am also a member of the Million Dollar Round Table.

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.

Awards and memberships are based on insurance business only.

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 am also a member of the Million Dollar Round Table and 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.

Awards and memberships are based on insurance business only.

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 (12+ years)
• Member of the Society of Trust and Estate Practitioners, TEP
• Chartered Life Underwriter, CLU®
• Certified Financial Divorce Specialist, CFDS

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 Richards Wick Financial team for over 12 years. I handle many administrative needs, supervise 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 providing friendly, caring, and helpful service is. 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.

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 and expertise in this area for the betterment of the advisors, our team, and most important our clients.  

As something that is very close to my heart, I also organize all of the community involvement events for Richards Wick Financial Group. 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. 

In my current role as the 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 our ability to work alongside the Richards Wick Financial Group advisors to provide clarity and efficiency are essential in creating exceptional client service. We truly value our clients and want them to feel that in every interaction be it with an advisor or a team member.

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 joined the team at Richards Wick Financial Group in 2023 and bring with me over eight years of industry experience. In my role as a Service Associate, I handle requests related to our client’s wealth accounts. I feel proud of the contributions I make each day because I know the work we do genuinely impacts our clients lives.

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