I love climbing - whether it’s straight up vertical rock faces, or along steep winding trails, there’s nothing quite like reaching the summit after a hard-fought climb. What most people don’t realize is that the journey to the top of a mountain is a lot like the journey towards retirement. It requires careful planning, countless adjustments along the way, and a lot of hard work. I adopt the same process to my clients’ financial planning – you don’t finish a rock climb or get to a mountain summit by accident.

When I’m not in the office, I enjoy finding the best trails and climbs throughout BC and Alberta with my spouse Devyn and our dog, Scout. We also do our best to visit a new country when we are able to venture farther off and love experiencing new cultures.