I believe that people who have worked hard and saved for years deserve to enjoy freedom in retirement, without the threat of having to return to work or the worry of running out of money before they run out of time. I help my clients use their savings and investments to create income in retirement that is stable, dependable and tax-efficient and will last their whole life. I have worked as an independent financial advisor in Calgary since 2004. I have been fortunate over that time to be able to advise clients of every age and family background, as well as to train and educate financial advisors.
