My Story
In everything I do, I strive to find the often-overlooked common sense approach. There is power in being able to completely understand and explain your strategy. In my entire working life, I have found that those who seek to understand why a concept works are often the ones who can find opportunities for improvement.
In my current role, I seek to implement my common sense strategy daily. I strive to educate my clients so that, together, we can build a plan that clearly leads to their ultimate goal. In addition to educating, I offer my clients real choice. My company Choice Wealth Management provides Canadian's with independent financial solutions that are free from hidden agendas, biased advice and one-size-fits-all portfolios.
My experience as the co-founder of Clap Balm Hockey (League Above Inc) took me across Canada where I met passionate business owners who showed me the companies they had built. As a business owner myself, I understand the unique challenges they face everyday. In my role at H&R Block, I sat face-to-face with hundreds of Canadians who had thousands of different success stories and struggles. In every conversation, I was reminded that Canadians are good people who value honest, experienced help and that is exactly what I can offer clients.
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