I joined Aligned Capital Partners Inc. as a Financial Advisor in May of 2017, I have been serving clients in Alberta and British Columbia since 2005. I entered the financial advisor world to provide clients with honest, ethical and non-biased advice. I believe, "There is a real need for financial advisors who truly put their clients' interest first". With an extensive business background my goal is to build sincere relationships with clients, based on a deep sense of trust and understanding. I help each client family really focus on what's important to them, through a goals-based process. As a consequence, I have the ability to help clients stay focused, to achieve their financial, life and retirement goals, which is truly about themselves, to be able to fulfil their purpose.
How I help organize my clients financial life:
- Mapping all your goals & values on paper.
- Get your complete financial life in order.
- Total transparency - Fee Audit for current investments & Beneficiary Audit.
- GPS - Greater Probability of Success. What is the probability of reaching your goals?
- Are you aware of the Dietrich Professional Network? (We work with your accountants/lawyers to coordinate taxes, or our accounts/lawyers to coordinate your financial life.)
- Have you had a Legacy conversation?
I've built a reputation on a commitment to providing consistent, quality services through periodic reviews, comprehensive reporting and prudent stewardship of each of my client's capital. Investment portfolios are designed to preform in all types of markets. As such I focus's on ‘Values Based Financial Planning' which requires more client focus, so this limits the number of clients I'm able to advise.
My Ideal client wants to delegate their entire financial situation to an experienced professional advisor whom they trust; they are not do it yourselfers. They are openminded people with important plans for their time and the future. They are like me and tend to support charities, are highly regarded by peers and well connected.
I have focused my investment industry education on providing deliverables to my clients. I regularly upgrade my investment skills, working towards Discretionary Portfolio Manager, this investment skill is suitable for advising high-net-worth clients, foundations and institutional investors.
Charity work is an important part of my life, I'm a member in good standing with Kinsmen Club of the Stampede City, in Calgary, serving many club positions including president, past vice president and current Chair of Kinsmen Care Foundation.