Wealth Advisor, Credential Securities
Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment services, retirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Credential Securities which include stocks, bonds, ETFs, mutual funds and managed accounts.
“Born and raised in Regina, I moved to Saskatoon in 1995 and pursued my dream of owning a CNC Machine company. I sold my business in 2011 to spend time with my son Ryder and daughter Caelan while they were still young. Now we spend our time together with our two dogs Howie and Donut. We enjoy camping together throughout Saskatchewan and travelling throughout the US. I also enjoy participating in Toastmasters and volunteering at the Saskatoon Cancer Center where I met many of the fantastic staff when I was a patient there myself in 2017. As a successful business owner prior to coming to entering the Wealth Industry, I fully understand and appreciate the challenges business owners face on a day to day basis. I believe it’s important to invest the time to understand what you’re working toward before you invest your money. Working closely with you I can help determine the most appropriate financial strategy for you and your family. ”
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.