Experience

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  Smittys restaurant

  Apr 2003 - Mar 2005

  Regional head of kitchen training
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  Rgo office products calgary ltd.

  Apr 2005 - Jan 2006

  Manager asset management
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  Primerica

  Oct 2005 - Jun 2008

  Financial advisor
• 

  World health calgary

  Jun 2008 - Sept 2010

  Assistant general manager
• 

  World financial group (wfg)

  Mar 2009 - Sept 2010

  Financial advisor
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  Edward jones

  Sept 2010 - Feb 2012

  Financial advisor
• 

  Self employed consultant (finance)

  Jun 2014 - Sept 2017

  Investment manager
• 

  Goodlife fitness

  Sept 2017 - May 2019

  Assistant general manager
• 

  Sun life

  May 2019 - now

  As an Advisor at Sun Life, I work with successful families, professionals and business owners. We focus on building comprehensive plans for retirement and legacy. Our goal is to develop diversified income, and estate planning strategies using multi-generational wealth planning solutions. We can engage with award winning professionals and are focused on working with trusted companies and building professional relationships to provide leading non-bias advice based on your goals, passions, and beliefs. I offer virtual appointments for Clients located throughout Alberta, BC, Ontario and Nova Scotia. In-person appointments are done in Calgary, Alberta. Show less

  • Advisor

    May 2019 - now

  • Financial Planner

    May 2019 - now