Credit Union Locations Served - Kindersley, Macklin

With more than 20 years of experience in the financial industry, I’m passionate about helping individuals, families, and business owners build confidence in their financial future through personalized advice and education. As a Certified Financial Planner (CFP®) designation holder serving the Macklin, Denzil, and Kindersley branches, I work closely with you to create financial strategies that support both today's priorities and tomorrow's goals. 

Born and raised in Macklin, I’m proud to serve the community I call home. I believe financial success starts with understanding. My approach is centered on education, helping you make informed decisions by explaining financial concepts in clear, practical terms. Whether you're planning for retirement, growing your investments, protecting your family, or preparing for life's next chapter, I provide personalized guidance and strategies tailored to your unique goals and circumstances. Together, we will build and implement a financial plan that adapts and evolves as your life, priorities, and goals change.

If you're looking for trusted advice, personalized planning, and a long-term financial partner who takes the time to understand what matters most to you, I'd welcome the opportunity to connect. Reach out today to schedule a conversation and take the first step toward achieving your financial goals with confidence.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.