Senior Financial Advisor
Aligned Capital Partners Inc.
I joined Aligned Capital Partners Inc. as a Financial Advisor in May 2017, bringing with me over a two decades of experience serving clients in Alberta and British Columbia since 2005. My entry into the financial advisory field was driven by a commitment to providing honest, ethical, and unbiased advice. I firmly believe there is a significant need for financial advisors who prioritize their clients’ interests above all else.
With an extensive business background, my objective is to cultivate genuine relationships with clients based on trust and understanding.
Through a goals-based approach, I assist client families in focusing on what truly matters to them. This process enables me to help clients remain focused on achieving their financial, life, and retirement goals.
To organize my clients’ financial lives effectively, I offer services such as mapping out goals and values comprehensively, ensuring complete transparency through fee audits for current investments and beneficiary audits. Additionally, we assess the probability of reaching your goals using our GPS (Greater Probability of Success) model. We also collaborate with accountants or lawyers through the Dietrich Professional Network to coordinate taxes or other aspects of your financial life.
My reputation is built on delivering consistent quality services through periodic Progress Reports, comprehensive reporting, and prudent stewardship of client capital. Investment portfolios are designed to perform well across various market conditions by focusing on Values-Based Planning—a method that requires intensive client focus but limits the number of clients I can advise.
My ideal clientele consists of individuals who wish to entrust their entire financial situation to an experienced professional advisor whom they trust—those who are not inclined towards self-management but rather seek expert guidance for important future plans. These individuals often share similar values with me; they support charitable causes, are highly regarded by peers, well-connected within their communities.
I continuously enhance my investment industry education by pursuing skills suitable for advising high-net-worth clients as well as foundations.
