I’m passionate about helping individuals and families achieve their financial goals, combining technical expertise with a commitment to building meaningful, long-lasting relationships. At Clear Sky, I lead our estate and insurance planning services, where I enjoy tackling complex challenges and creating innovative solutions for my clients. As a portfolio manager, I specialize in alternative asset strategies that diversify portfolios and help clients reach their long-term financial objectives.

Building trust and fostering collaboration are central to how I work, and I believe these strong relationships are key to delivering the best outcomes. In 2020, I was honored to be named Portfolio Discretionary Manager of the Year by Wealth Professional magazine, a recognition that reflects my commitment to my clients.

When I’m not working, I love spending time outdoors with my family, whether we’re exploring nature or enjoying an active day together.

I began my career in 1994 at Nesbitt Burns, specializing in discretionary portfolio management. In 1999, I expanded my expertise to include financial planning, recognizing the importance of a comprehensive approach to enhance client value.

In 2012, I joined Morrison & Partners, where I returned to discretionary portfolio management. During my time there, I managed the Edmonton office and worked with clients nationwide. Now, as a Senior Portfolio Manager at Clear Sky, iA Private Wealth, and a partner of Clear Sky Private Wealth, I continue to provide clients with personalized strategies to help them achieve their financial goals.

I hold the Fellow of the Canadian Securities Institute (FCSI) designation and am a Chartered Investment Manager (CIM). I’m committed to delivering holistic financial solutions that drive success for my clients.

Outside of work, I immerse myself in the art of Japanese swordsmanship, delving into its rich history and mastering its techniques. Beyond the dojo, I find interest in the world of antiques, each piece telling a story of its own. Yet, amidst the pursuit of these passions, my heart belongs to my two sons. They are the guiding lights in my life, reminding me of what truly matters and inspiring me to strive for excellence in all that I do.

My dedication to building strong client relationships is at the core of everything I do, and I’m committed to delivering the highest level of service excellence by leveraging Clear Sky’s resources and expertise.

Outside of work, my wife Stephanie and I are passionate foodies, always exploring new culinary experiences paired with great wines. We also enjoy spending time with our golden retrievers, Ruby and Whiskey. When I’m not at the table or with the dogs, you’ll find me cheering on the Calgary Flames or working on my golf game.

In the early 2000s, I transitioned into wealth management, leveraging my accounting and tax expertise to help clients effectively manage risk and minimize tax burdens.

At Clear Sky, I lead the tax group, where tax planning is a key differentiator. I oversee tax coordination across both Calgary and Edmonton, ensuring that clients receive seamless support across the province.

With a wealth of experience, I focus on delivering customized financial solutions that align with clients’ goals. My work is centered on retirement planning, tax strategies, as well as estates and trusts.

Outside of work, I stay engaged in intellectual pursuits and enjoy golfing, working out, and spending time with my wife Lyndsay and our four children.

In 2023, I earned my Chartered Investment Manager (CIM®) designation, which was a significant milestone in my career. Today, I’m an Associate Portfolio Manager, bringing a wealth of knowledge and a strategic approach to managing client portfolios. I’m also actively working toward my CERTIFIED FINANCIAL PLANNER ® (CFP) designation, which reflects my commitment to continuous professional development and excellence in financial planning.

I hold a Bachelor of Commerce (BComm) degree from Grant MacEwan University with a major in accounting, and this combined with my hands-on experience, has given me a well-rounded understanding of financial markets and investment strategies. As a member of the investment committee at Clear Sky, I play an integral role in shaping our firm’s investment policies and strategies.

Outside of work, I enjoy playing billiards and am actively involved in a league during the winter months. My past love for motocross has evolved into a keen interest in cars and drifting. I’m also a devoted dog lover and often find myself as the go-to dog sitter for family and friends. As a recent homeowner, much of my free time is spent maintaining and upgrading my home.

For over 15 years, I’ve worked alongside a senior partner at Clear Sky, supporting leadership and fostering growth within the business. My experience spans various areas of wealth management, from trading to compliance administration, giving me a deep understanding of both front and back-office dynamics. As the Head of Administration, I ensure that operations run smoothly, always with a focus on cohesion and collaboration.

I strive for clear and effective communication in all that I do. My experience in HR, including conducting hundreds of interviews, has helped me build teams that work well together and share common goals.

Outside of work, I’m a proud mom to two boys, and I love spending my free time cooking, reading literary classics, and exploring the hiking trails in Calgary and surrounding area.

At Clear Sky, I specialize in financial projections and tax strategies, providing clients with valuable insights and personalized financial planning that aligns with their goals. With a Chartered Accountant designation earned in 2007, I’m proud to offer comprehensive financial advice that clients can trust.

Outside of work, my time is focused on my family, and I cherish every moment we spend together. I’m also passionate about health and wellness, and as a group fitness instructor, I love helping others live active and healthy lives. When I’m not working or teaching, I enjoy traveling and skiing, always looking for new adventures.

At Clear Sky, I focus on tax strategy, using my experience to help clients navigate complex tax situations. I’m also pursuing my Certified Financial Planner (CFP) designation to expand my knowledge and better serve my clients.

Outside of work, I enjoy skiing in the Rocky Mountains and exploring the outdoors. I’m also passionate about travel and actively engage in Calgary’s arts and cultural scene, which keeps me inspired and connected to the community.

In my current role, I work closely with one of the partners, providing essential support and ensuring the office runs smoothly. My previous experience has given me a strong focus on streamlining processes and optimizing workflows to better serve our clients.

I love being part of the collaborative and supportive team at Clear Sky, where I take pride in delivering excellent service and making sure every client feels valued.

Outside of work, I enjoy exploring my creative side through arts and crafts, especially working with stained glass. In my free time, you’ll often find me relaxing by binge-watching my favorite shows and enjoying life’s simple pleasures.

It was in Alberta that I found my footing in the oil and gas industry, where I thrived by making lasting impressions on clients and colleagues. One of my proudest accomplishments was authoring a book in 2005, which showcased my passion for writing and dedication to lifelong learning.

Throughout my career, I’ve been committed to teamwork and optimizing business operations to benefit both clients and colleagues. These principles have been at the core of my professional success.

Outside of work, I enjoy spending time on the golf course, a hobby I’ve embraced with enthusiasm. Cooking is another passion of mine, and I love experimenting in the kitchen, bringing the same focus and creativity to my dishes as I do to my work.

At Clear Sky, I focus on helping families achieve their financial goals with personalized solutions tailored to their needs. I take pride in building strong, long-term relationships with my clients, always grounded in trust, integrity, and respect.

Based in the Edmonton office, I strive to make taxes and accounting approachable and understandable. My goal is to ensure my clients feel confident and supported in every financial decision they make.

When I’m not at work, I enjoy learning new things and taking on adventures, whether it’s hitting the ski slopes in the winter or exploring new recipes in the kitchen.

I believe deeply in the power of teamwork and family, and I value the collaborative environment at Clear Sky. The supportive atmosphere here not only leads to great outcomes for clients, but also fosters a strong sense of camaraderie among colleagues.

With a background in food processing, where I earned my Bachelor’s degree, I bring a unique perspective to my work. While my career path has shifted to finance and taxes, my commitment to precision and hard work remains central to everything I do.

Outside of work, I find balance through yoga and cultural activities, which help me stay grounded and rejuvenated. I enjoy engaging in pursuits that nourish both my body and mind.