Who I work with
Most clients fall into a few groups, but the short version is simple: if you're earning a living in Alberta or BC, I can help. Here's who I sit down with most.
01
Young professionals just starting out
Single, early in your career, first paycheques with real room in them. This is the cheapest, simplest time to set things up right, and almost nobody does it. Coverage, the right accounts, and good habits while it's still easy.
02
Tradespeople and oil and gas workers
I worked six years as an industrial electrician in the oil and gas patch in northern Alberta, 14 and 7 rotations, laid off between contracts like everyone else out there. I know the money is strong and the work is hard, and I know it doesn't last forever. I help you protect what you earn now and build something that's still standing when the contract ends.
03
Families with a mortgage and kids
Between the mortgage, the kids, and everything else, long-term planning tends to get pushed down the list. I work with families to make sure the basics are actually covered: the right insurance, a plan for retirement, and a clear picture of where the money's going.
04
Incorporated business owners
You've built something. Now it needs to work for you personally, not just the business. I help business owners sort out how to pay themselves, protect the business if something happens to them, and build a retirement plan that doesn't depend on eventually selling the company.
05
People approaching retirement
Retirement is five years away for some clients and fifteen for others, but the question is the same: will what you've built actually get you there? I help people approaching retirement figure out the real number, close gaps in coverage, and build a plan for the transition.
06
New to all of this
Maybe you've never worked with an advisor and aren't sure you're "supposed to" yet. There's no minimum income or net worth to sit down with me. Most people I work with started right here.
