I've been a financial advisor in Calgary for nine years, licensed in Alberta and British Columbia with World Financial Group. I work with young professionals and tradespeople, families, business owners, and people approaching retirement, anyone earning a living in Alberta or British Columbia, helping them build a financial plan that covers insurance, investments, and retirement savings, and actually fits their life.
My approach is direct. I'd rather give you a plain, honest read on where you stand than talk you into something you don't need. If something makes sense for your situation, I'll say so and tell you what it costs. If it doesn't, I'll say that too.
Before this, I spent six years as an industrial electrician in the oil and gas patch in northern Alberta, working 14 and 7 contract rotations. It's where the plain-spoken, no-nonsense approach comes from.