Our team

B. Comm. (Hons), CFP®, CIM®, FCSI
Portfolio Manager, Senior Investment Advisor, iA Private Wealth

Insurance Advisor, StollerWealth

“I was 14 when my father passed away and I realized the importance of having a strong financial foundation. Reading ‘The Wealthy Barber’ and discovering the 10% savings rule sparked my passion for being disciplined about money management and the power of compounding and wealth creation.  After graduating from the University of Manitoba with a Bachelor of Commerce in Marketing and Finance, I embarked on a career in financial services. Two decades later, I’m still fulfilled by what I do – breaking down complex and often stressful situations for my clients and helping them create a flight plan for success that lessens the anxiety they feel. Having that sort of meaningful impact for people is truly rewarding.”