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.
As an Associate Advisor, I build strong financial roadmaps by actively listening to each Client’s unique needs and goals. I focus on working with young families, professionals, and business owners, offering tailored strategies that reflect both their personal values and financial ambitions.
With a background in both actuarial science and psychology, I bring a rare blend of analytical precision and empathetic insight to every strategy I build. This dual perspective allows me to understand not just the numbers behind a financial decision, but also the people they impact.
I find real joy in seeing others succeed—celebrating the small wins that build toward lasting financial confidence. It’s incredibly fulfilling to know that my clients feel secure and optimistic about their futures.
Outside of work, you’ll find me on the field playing sports, spending quality time with family and friends, or enjoying a good movie.
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.
I joined the team at MKS Financial Services in November 2022, bringing with me over 5 years of experience in customer service and administrative support from pervious jobs. Through years of University and pervious employment, I have developed strong organizational and communication skills, and a strong attention to detail. Knowing how it feels to be on the other side as a Client, I always strive to assist Clients to the best of my ability. Recognizing that Clients may not always understand financial terminology, I strive to communicate in clear and concise terms. Providing a stress-free experience and helping others brings me great satisfaction.
When I’m not working, I enjoy spending time with family and friends, and my two fur babies. I also thoroughly enjoy sewing. When I'm not at work you can often find me working on a quilt or other new sewing project.
I’m an administrative assistant with over 10 years of experience in multiple different industries including oil and gas, real estate, the mortgage industry and now recently the financial industry. In my role, I handle a lot of the marketing duties always striving for better connection and growth. It makes me proud to be a part of a team that makes such an important impact on peoples lives and that all work so hard.
In my spare time, I enjoy staying active, spending time with my family, friends and my 2 fur babies at home.
I joined the team at MKS Financial Services in May 2025, bringing with me over 10 years of experience in customer service and administrative support stemming primarily from a background in legal administration. Over the years, I have dedicated myself to developing strong organizational and communication skills, as well as a great attention to detail. I find fulfillment in helping people and am passionate about providing both my team and our clients with the highest level of professionalism and care I can provide.
When I’m not working, I enjoy traveling and engaging in hobbies such as painting, crochet, writing, playing Dungeons & Dragons, and learning about Medieval practices. I also have a keen interest in horror films and true crime. You’ll often find me spending time with friends and family or curled up with my favourite snacks, my two cats, and my activity of choice.