About

Our raison d'être is simple: to help families and businesses thrive by offering sound advice that will protect and grow their most important assets. Mens sana in corpore sano (a sound mind in a healthy body) succinctly captures our passion for ensuring clients are offered holistic and comprehensive advice, with the ultimate aim to achieve lifetime financial security and live healthier lives.

After spending the first 14 years of my life in Venice, Italy, I moved to Calgary in 1997. Relocating to a new country, adapting to a new culture, and forming new relationships taught me, at a young age, how to connect with people from all walks of life.

Upon graduating from the University of Calgary with a Bachelor of Arts Honors in Political Science in 2007, I began my professional career by working in the group benefits sector. After a brief stint with a health insurer, I joined one of Canada's largest pension and benefits consulting firms in 2008 as a business development associate, eventually working my way to a directorship level. In these roles, I gained appreciation for the workings of group benefits and retirement plans, and how these form the foundation for the personal finances of many Canadians.

In 2014, shortly after the birth of our son, my wife and I engaged a Sun Life advisor to complement our group coverage with individual life insurance. It was during this meeting that I realized I wanted to work with families like mine to help them realize their financial goals. And although there were a number of avenues I could have pursued, Sun Life's history, reputation, and leadership in financial services made it the partner of choice in building my practice.

Today I can say with confidence I made the right decision. With the help of Sun Life, I have the tools and subject matter experts at my disposal to help clients achieve lifetime financial security and live healthier lives.

I am pleased to work in alliance with Janice Giroux.

Janice is a Certified Financial Planner with almost 10 years of experience. Janice graduated from the University of Calgary with a Bachelor of Commerce with Distinction in 1999 and shortly after began a career in the technology sector facilitating mergers and acquisitions and technology licensing.

When her youngest child was 2 years old, Janice was diagnosed with thyroid cancer. This experience led Janice to go from a role in corporate finance to one in personal finance, where she could help families like hers be better prepared to deal with such a life changing event.

Beyond her professional achievements, Janice is known for her dedication to her community and as an advocate for financial literacy through her work with the Okotoks Rotary and teaching Junior Achievement in local schools, Janice and her husband Mike have three beautiful children and in their spare time like to travel and spend time in nature.