Business Record

I have been in the investment field since 1990 and I am currently Branch Manager in Lethbridge with Dundee Private Investors Inc., formerly  with Cartier Partners Financial Services and Regal Capital Planners.  Previously I operated my own accounting and income tax practise for over 10 years.

Education

Along with being a Certified General Accountant, I am also a Chartered Financial Planner and a Certified Financial Planner.  I continuously participate in various industry and outside seminars and courses to ensure that I am up-to-date and providing the expertise my clients expect.

Personal History

I was born and raised in Lethbridge and now live on an acreage with my wife and two of our four children.  I have previously been a Beaver leader, involved in children's sports teams and a member of Rotary.  During my leisure time I enjoy golfing, fishing, and travelling in the summertime.