About

I have worked in the financial industry since the start of my career 40+ years ago supporting Saskatchewan credit unions. I have managed my own investment portfolio for 15+ years including experience with public market (stocks, bonds) and private (“alternative”) investments, company pension plans and other assets. I have years of experience as a financial services representative and financial planner. Let me introduce you to our portfolio manager. Contact us

Also, I have been an I.T. and business consultant for 40+ years as a Project Manager, Business Analyst and other specialized roles. I have led or assisted the planning and budget on multi-million dollar projects. Over my career, I was a key member of new innovation projects such as the first Automated Tellers in Canada (Credit Union ATMs), first Saskatchewan Prescription Health Card, first Saskatchewan automated Land Registry, first Canadian Credit Union “Chip” MasterCard, first Saskatchewan automated gas meter customer billing, first Lobbyist Registry in Saskatchewan, first Field Staff Intranet for Elections Saskatchewan and other projects and services.

Whether providing financial or other services, I represent YOU first! – my client – with a goal to understand your needs and achieve your financial goals!