LifeLegacy Advisors

As co-founder and President of LifeLegacy Wealth Management Inc., I specialize in comprehensive financial planning for owner-managers and farm families with complex needs. My expertise in integrated personal and corporate plans has earned praise from clients and their professional advisors. I also oversee our advisors’ financial plans, coordinate with Discretionary Portfolio Managers, and work closely with local lawyers and accountants.

In 2020, LifeLegacy underwent its own transition, allowing my former partner to retire. This firsthand experience in business transitions, combined with my upbringing on a family-run grain farm and home construction business in southern Saskatchewan, gives me a deep understanding of the challenges and opportunities facing family-owned enterprises.

With 28 years of experience, including 24 years as a financial planner and 4 years in commercial banking, I’ve have been fortunate to have helped many clients transition into retirement, manage business transitions, and to live their financial and lifestyle goals.

Outside of work, I enjoy playing golf and hockey, and traveling with Chandra, my wife of 24 years.  We’re very proud of our two adult children, who are studying at the University of Cumbria (UK) and the University of Victoria.

LifeLegacy’s focus on lifestyle financial planning is deeply connected to family-run businesses, and my own personal experiences have provided the inspiration to help our clients achieve their financial, lifestyle and legacy goals.

I look forward to working with you and helping you secure your financial future.

After starting my financial services career upon graduation from Red Deer Polytechnic with a Bachelor of Business Administration in 2023, I chose to join the LifeLegacy team in the fall of 2024. My focus is on understanding each client’s unique situation and developing tailored strategies that align with their aspirations.

My diverse background in farming and carpentry provides me with a unique perspective on financial advice. Growing up on a farm, I learned the value of hard work, resilience, and strategic planning—skills that translate seamlessly into managing finances and investments.

I hold a carpentry ticket, which has instilled in me a strong attention to detail and a practical approach to problem-solving. I received my Bachelor of Business Administration from Red Deer Polytechnic in 2023 and am continuing my industry training, including working towards the Certified Financial Planner designation. These qualities, combined with my passion for helping clients achieve their financial goals, drive my commitment to providing personalized and effective financial solutions. 

Outside of work, I cherish spending time with my baby girl, which has deepened my appreciation for family and future planning. I enjoy playing sports, as they keep me active and foster a sense of teamwork and discipline. These interests enrich my life and motivate me to help others secure a bright financial future for their families.

Whether you are looking to plan for retirement, invest for the future, or protect your assets, LifeLegacy is a partner to guide you every step of the way.