Financial Planner, Sun Life President, MKS Financial
As a former teacher, I now focus on providing retirement planning for Clients and have a unique ability to educate Clients about their financial options. I take great pride in helping them make choices based on their financial goals and objectives. By focusing on tax efficiencies and risk management, I work to help Clients grow while keeping their best interests at heart.
I began my career in the financial services industry in 2011. Since then, I have continued to build my team and enhance the services we offer to Clients. I am committed to educating Clients about financial strategies to help them maximize their savings, protect them from the unexpected, and assist them in retiring their way.
A proud married father of two, I spend my spare time with my wife and kids enjoying the outdoors in the summertime. During the winter months, you'll find me watching my son's volleyball games and following my daughter's dance career.
With over 30 years of experience in financial services, I take an educational approach when working with Clients. I have developed and facilitated financial-related educational programs for Clients as well as other advisors. As a wealth-focused advisor, I provide portfolio analysis, recommendations, and wealth planning for retirement. I am passionate about helping people, and my personable approach helps put Clients on the right path to reach their goals.
As an Associate Advisor, I build Clients a strong plan by actively listening to their needs and goals. I specialize in working with small businesses and young families, leveraging seven years of experience in group wealth to understand business and employee needs deeply. It brings me joy to see small wins turn into big successes for the Clients I work with, and I feel accomplished when they are confident in their financial future.
As a believer in education, I started my children’s financial education early on by teaching them the importance of saving from a young age. I hope to instill in them a solid understanding for their future financial well-being.
When I’m not working, I enjoy hiking and biking with my family and going for walks with my Westie. You’ll often find me spending hours completing puzzles with my mom and sister.
Service Associate, Sun Life Office Manager, MKS Financial Services Inc.
I bring over 35 years of quality administrative and management experience to the team. I started my career away from Regina, in the oil and gas sector while raising my daughter in Calgary. I moved back to my hometown where I enjoy being close to my immediate and extended family.
I have been with MKS Financial Services Inc. since its inception and continue to be essential to its growth and vitality. On top of overseeing office operations, I am registered to sell mutual funds.
Along with my operational skills, I bring integrity. I genuinely care about Clients and am committed to ensuring a positive, long-lasting rapport.
In my role, I always strive to assist Clients to the best of my ability. Recognizing that Clients may not always understand financial terminology, I make it a priority to communicate in clear and concise terms. Providing a stress-free experience and helping others brings me great satisfaction.
In my free time, I enjoy game nights with friends and spoiling my nephews. I also love going for walks with my Cocker Spaniel.
As an Advisor Assistant, I handle much of the admin work, ensuring paperwork is up to date, organized, and processed correctly. I enjoy helping Clients and make sure to really listen to their needs. My main goal is to provide efficient and helpful service with a positive and supportive attitude.
It makes me happy to be part of a team that makes a difference in people’s lives. I know my work contributes to significant solutions for the individuals and families we work with.
I am currently working towards a Bachelor of Business Administration, so I am usually busy with schoolwork. Outside of work and my studies, I enjoy taking my two dogs for walks and spending time with my family. I’m also passionate about dancing and am looking to continue growing my dancing career.