Financial Organizer - B. Comm Finance and Marketing, CLU, ChFC
Fortunately, in 2008 after 16 years in business, I experienced a dramatic positive transformation both personally and professionally. I decided it was critical to integrate and align three key areas – your most deeply held values, your most important goals (financial and nonfinancial) and all your financial affairs, in order to help you live your ideal life.
It was inspiring to break away from the industry norm and follow a client-centered methodology and process that provides a higher fiduciary standard than any related governing and/or regulatory body in Canada.
As a result, you experience a one-of-a-kind process that gives you the highest probability of achieving what is most important to you, enhancing your quality of life and actualizing your ideal financial future.
I help clients to delegate in all areas of their lives so they can create more discretionary time. The big payoff is spending more quality time on the truly important areas of your life – areas that cannot be delegated. This can mean spending more quality time with family, becoming more fit and healthy, enjoying travel or hobbies, contributing more time to worthwhile meaningful causes, exploring your spirituality, or whatever is important to you. In any case, with an integrated aligned overarching strategy, you can take better care of what matters most to you.
On a personal level, I had a top notch record in sports and was lucky enough to be a 5X Canadian National # 1 Professional BMX rider. My dedication, focus, and enthusiasm are instrumental in my continued success in helping clients also win, by achieving their ideal life.
I enjoy the adrenalin of downhill mountain biking, heliboarding and I’m trying to figure out surfing. These activities allow me to turn off the world. I like new experiences while travelling, the solitude of the mountains and a crackling campfire. I live in Calgary with my extraordinary wife Ellen and awesome yellow lab Samson.