I am active in the St. Albert community and enjoy coaching my youngest son in volleyball at the U16 level.

Exercise is a proactive way to enhance our physical condition and combat disease and it is recognized as an essential element in building and maintaining mental fitness. I remain active by participating in downhill skiing, indoor volleyball as well as mountain biking.

My clients’ interest always comes first. My experience shows that if I serve my clients well, my own success will follow. For more than 18 years now, I have been helping individuals, business owners and families plan for their retirement. I know an important aspect of total wealth management in pre-retirement years and well into retirement consists of generating income from various sources in the most efficient way possible. As a Certified Financial Planner specializing in retirement income planning, I understand that retirement planning is different from investment planning. It is not as much about delivering high rates of return as it is about delivering a consistent level of income for as long as possible. Retirees are looking for some security in retirement and should be focusing on generating the maximum amount of income from all available sources. This includes managing income to take advantage of the various government programs, including Canada Pension Plan (CPP), Old Age Security (OAS) and using the various tax credits available to Canadian retirees…more+