Experience

Cresco Wealth Management

• Canada
• Financial Services
• 1 - 100 Employee

• Investment Advisor, Wellington-Altus Private Wealth

  • Jun 2014 - Present



Wellington-Altus

• Canada
• Financial Services
• 400 - 500 Employee

• Investment Advisor, Wellington-Altus Private Wealth

  • Nov 2019 - Present



Scotia Wealth Management

• Calgary, Alberta, Canada

• Senior Wealth Advisor

  • Sep 2016 - Nov 2019

  My main responsibility is making sure clients are provided solutions across many different areas of their lives. I work with my clients to address investment decisions, financial planning, tax strategies, insurance strategies and estate planning. My focus areas are: 1. Interacting with clients regularly so I understand their changing needs as they move through various stages of life. 2. Finding solutions that aren’t apparent and that result in positive outcomes. It’s not… Show more My main responsibility is making sure clients are provided solutions across many different areas of their lives. I work with my clients to address investment decisions, financial planning, tax strategies, insurance strategies and estate planning. My focus areas are: 1. Interacting with clients regularly so I understand their changing needs as they move through various stages of life. 2. Finding solutions that aren’t apparent and that result in positive outcomes. It’s not just about being in touch; it’s about being in touch with intention and really developing a relationship with clients so I can identify issues that might arise and coach clients through these events. Show less My main responsibility is making sure clients are provided solutions across many different areas of their lives. I work with my clients to address investment decisions, financial planning, tax strategies, insurance strategies and estate planning. My focus areas are: 1. Interacting with clients regularly so I understand their changing needs as they move through various stages of life. 2. Finding solutions that aren’t apparent and that result in positive outcomes. It’s not… Show more My main responsibility is making sure clients are provided solutions across many different areas of their lives. I work with my clients to address investment decisions, financial planning, tax strategies, insurance strategies and estate planning. My focus areas are: 1. Interacting with clients regularly so I understand their changing needs as they move through various stages of life. 2. Finding solutions that aren’t apparent and that result in positive outcomes. It’s not just about being in touch; it’s about being in touch with intention and really developing a relationship with clients so I can identify issues that might arise and coach clients through these events. Show less



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Investment Associate

  • Jun 2014 - Aug 2016



Ritten sport Italy

• Professional Hockey Player

  • Nov 2012 - Mar 2013



Carolina Hurricanes/ charlotte checkers

• Professional Hockey Player

  • Sep 2011 - Apr 2012



Tampa Bay Lightning

• United States
• Spectator Sports
• 200 - 300 Employee

• Professional Hockey Player

  • Sep 2010 - Apr 2011



colorado avalanche/ lake erie monsters

• Professional Hockey Player

  • Oct 2008 - Apr 2010



san antonio rampage

• Professional Hockey Player

  • Oct 2007 - Apr 2008



Milwaukee Admirals

• United States
• Spectator Sports
• 1 - 100 Employee

• Professional Hockey Player

  • Dec 2005 - Apr 2007



Gwinnett Gladiators

• Greater Atlanta Area

• Professional Hockey Player

  • Sep 2003 - Dec 2005