I help Canadians systematically improve their net worth. If you are looking for a less sales approach and more client focused than that's what I have to offer.
I focus on building a relationship first with our clients before we ever get into any recommendations or investments.
08/31/2026
The best part of what we do isn't the numbers...
It's helping people feel confident about their future.
Thank you for your trust over the years and for sharing your experience. I believe financial planning should be personal, tailored, and focused on what matters most to you and your family.
Feedback like this reminds me why I love what I do.
Had an amazing weekend at The Club 315 as title sponsor of the Alberta Provincial Pickleball Championships!
I’m still fairly new to pickleball, but watching the talent, sportsmanship, and sense of community on display made me excited to get more involved in the sport.
A highlight was being part of the award ceremonies and creating custom pickleball trading cards for players as a keepsake from the weekend.
Thanks to everyone who made it such a great event!
YYC PrivateWealthPlanning
07/02/2026
One of the best parts of what we do isn’t the business itself. It’s the relationships.
Helping connect people, solve challenges, and create opportunities is rewarding on its own. When those same connections help strengthen our community, it becomes something even more meaningful.
That’s a true win-win. ❤️
06/08/2026
Awesome weekend with the boys golf trip! Victoria you did not disappoint!
As life continues to get busier for everyone the fact we all make this time a priority to re-connect is so important! Love you boys 👊
Couple guys missing from the group photo… Scott, Kiff, Robbie,
05/13/2026
We’re excited to announce the launch of our new website!!
Visit the link in my bio to explore.
Designed with you in mind, it offers a more refined and intuitive way to understand how we help clients grow, protect, and simplify their wealth.
Here’s what you’ll find:
🔹 Meet our team and the values that guide our advice
🔹 Who we serve—business owners, professionals, high net worth realtors, and affluent families
🔹 Our integrated approach to investment management, tax strategy, and long-term planning
🔹 Insights and perspectives to help you make more informed financial decisions
Take a look and let me know what you think—we’d appreciate your feedback.
Another amazing week in Arizona! Can’t wait til next trip.
04/28/2026
100 years ago today, IG established its first office in Canada.
Being part of a firm with a century‑long commitment to helping Canadians build financial well‑being is something I don’t take lightly—especially as our profession continues to evolve.
To mark this milestone, IG had the honour of ringing the opening bell at the TMX Group Market Centre this morning. It was a powerful reminder of the legacy behind the work we do every day and the responsibility that comes with it.
I’m proud to be part of a team that continues to focus on thoughtful planning, long‑term relationships, and helping clients navigate change with clarity and confidence.
Thank you to the employees, advisors, clients, and partners who have shaped this journey over the past 100 years. I’m grateful to play a small part in what comes next.
https://ow.ly/U4l230sVnwX
To celebrate our 100th anniversary, IG Private Wealth Advisors offered 100 of their top financial tips. Which ones could help you the most?
Reach out to find out how these tips could help boost your financial plan.
04/15/2026
A common concept I reference in seminars and introductory meetings is that retirement unfolds in phases: the Go‑Go years, the Slow‑Go years, and the No‑Go years.
The Go‑Go years are often the most active, when life is full and spending tends to be higher.
The Slow‑Go years follow as priorities shift and the pace naturally eases, and eventually the No‑Go years, when simplicity, security, and care matter most.
If your financial plan is only evaluating a fixed monthly withdrawal rate across all of retirement, you may be looking at it from the wrong perspective.
The article below explores a common fear many retirees face once they stop working — a hesitation that can quietly reduce enjoyment during the years when time, health, and opportunity matter most. https://tinybfs.com/t/jHlRhH
04/14/2026
Excited to reconnect with you all here.
Over the past year, I’ve joined JenningsGroup Private Wealth, significantly expanding the resources and expertise I offer—especially for clients with complex financial needs.
Moving forward, I’ll be sharing actionable planning insights for:
🏗️ Business owners
🏰 High-income real estate professionals
👨👩👧👧 Families seeking clarity, structure, and tax-smart strategies
No hype. No speculation. Just practical guidance from real client experiences.
Looking forward to providing value and perspective.