Even a small step in the right direction is better than no step at all.I’m a seasoned financial planner with both practical and academic expertise. Since 2007 I've been dedicated to helping my clients meet their financial goals. I provide a detailed analysis of clients’ objectives, their lives and business, and create personalized plans and portfolios that are sensitive to the economic climate and are based on sound, empirically based principles.Above all, communication is paramount. Our clients make informed choices because we provide them with clear explanations of complex financial topics.My passion for finance and desire for client satisfaction motivate my continual pursuit of knowledge and professional development. I’ve attained the premier CFA and CFP designations and continue to take relevant certifications and courses in financial planning, wealth management, and estate organization. I enjoy volunteering and giving back to the finance community by facilitating knowledge creation. I've assisted the FPSC with exam design and the creation of the code of practice for behavioral finance and decision-making. In addition, I’ve given many lectures at the University of Alberta, MacEwan University, and NAIT for both students and professionals. I enjoy sitting on boards and committees, such as the Edmonton CFA Society, that create a positive impact on the community.My specialty is that of financial planning with a focus on clients’ short and long-term objectives. At Clear Focus Financial we address portfolio management, insurance planning, and estate and tax issues. Often my function is that of a quarterback, working with your plan, your family or partners, and other professionals. If you are a professional or a business owner from the Edmonton or Calgary area who desires personalized, one-on-one financial planning, please contact me by email or phone to schedule a meeting to discuss your financial goals and the plan I can provide to meet those goals.