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.
“I’ve lived in Swift Current since my graduation from the University of Saskatchewan in 2003. Many people will know me from the Elmwood Golf Club where I spent 22 years. I have two daughters that enjoy swimming, volleyball, soccer and hockey. In my spare time, you’ll find me on the golf course in the summer and at the hockey rink supporting our Swift Current Broncos and our local minor hockey league teams in winter. I enjoy coaching hockey and have done so for about 15 years. I’ve always been seen a “money saver” by my closest friends and family. I’m passionate about helping people invest in their RRSP, TFSA and RESPs. As a new wealth advisor, I look forward to helping people save for the future and any financial goals and dreams that they may have. Most people don’t realize that a plan can start small and grow over time when things change in their lives. ”
Eastend, Frontier, Gull Lake, Swift Current
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.