Turning financial chaos into structured, strategic wealth systems.

I help families and business owners move from uncertainty to control—without sales pressure.
This isn’t about products. It’s about building systems that last.

I work with individuals, families, and professionals who want clarity, confidence, and long-term results in their financial lives. My approach combines insurance planning, investment strategy, and disciplined execution into one cohesive roadmap—designed to protect today and compound for the future.

For over half a decade, I’ve helped clients make smarter financial decisions by focusing on education before implementation. I believe people should understand why a decision matters before committing to it. Structure beats speculation. Systems beat shortcuts.

My work sits at the intersection of protection, mindset, and strategy—helping clients move from reactive decisions to intentional financial leadership.

🌐What I Focus On

• Financial Planning & Wealth Strategy — aligning protection, growth, and tax efficiency
• Insurance Solutions — Term, Whole, Universal Life; Critical Illness; Disability; Health
• Investment & Retirement Planning — TFSA, RRSP, FHSA, and Segregated Funds
• Business Owner Strategies — Key Person coverage, Buy-Sell planning, continuity solutions
• Estate & Legacy Planning — tax-efficient wealth transfer
• Financial Coaching & Mentorship — developing individuals and advisors through structure and mindset

Beyond client work, I recruit, train, and mentor professionals, building repeatable systems for ethical growth, leadership development, and sustainable businesses. My background includes 10+ years of leadership, sales, operations, and people management, giving me a rare blend of corporate discipline and entrepreneurial execution.

📊Outcomes That Matter

• Improved financial efficiency for clients by 20–40% within the first year
• Helped protect millions in family and business assets
• Developed high-performing advisors through structured mentorship systems
• Built referral ecosystems with Realtors, Accountants, and Legal Professionals

🌟Why People Work With Me

• Holistic, system-driven financial strategy
• Multi-carrier access and unbiased recommendations
• Clear education, not product pushing
• Long-term thinking over short-term wins

📍 Serving clients across AB, BC, MB, ON, SK, with expanding presence in the U.S.

📩 Open to conversations with families, professionals, and organizations seeking long-term value—not transactions.