Our philosophy is that each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them. As partners in ATA Financial Group, this personalized approach to financial planning is an enormous source of fulfillment.
Growing up in Southern Saskatchewan taught me the value of spending quality time with family, and I want my clients to have the freedom to also experience that value. I accomplish this by providing business owners, professionals, and farmers with strategies that grow and protect their wealth as it transfers to the next generation in a way that is meaningful to them, and their families.
What I love most about my job is helping people achieve their financial and non-financial goals. I am grateful that many of my clients allow me to fully immerse myself into their business or family situation. This allows me to make financial planning recommendations as though I were making them to myself.
As Financial Advisor and a Certified Executor Advisor (CEA), I can advise my clients on ways to navigate the daunting task of trying to settle a loved one’s estate or retire knowing they did the best for their family. This helps give me a deeper understanding of the issues that face families during the difficult time of transition.