Certified Financial Planner® professional
Investment Funds Advisor – Investia Financial Services Inc.
I started my Financial Career at one of the major Canadian Chartered Banks. It was there that I realized that clients were not being served with independent advice. Becoming an independent Financial Planner ensured that every client had access to products best suited to them.
Kindle [kin*dle] verb 1. to excite; stir up or set going; animate; rouse. 2. to light up, illuminate or make bright. Kindle your Worth.
Kindle Financial was built in 2005, on the philosophy that every client deserves individual service and independent advice to suit their personal financial goals. We strive to provide the highest standards of integrity and professionalism to you, our client. We pride ourselves in our ability to provide unbiased advice and innovative solutions for any size portfolio. We aim to help you build your financial goals for today and the future.
With a Bachelor of Management, I bring a wealth of knowledge to my clients spanning Alberta, BC, Saskatchewan, and Ontario. I am a member of the Financial Planning Standards Council (CFP), and the Canadian Institute of Financial Planning (CIFP). With over 25 years experience in the Financial Services Industry, I know that I have the skill and proficiency to bring the best to my clients.
We all work hard for our money, to support ourselves, our families and to provide for any expected and unexpected future needs. As individuals, couples, families, retirees or business owners, we all want to enjoy the best out of life without financial struggle or worries. Let us at Kindle Financial assist you and help ‘Kindle your Worth.’
My wife and I are currently raising our two young children in the beautiful Foothills.
