I have been an Investment Advisor for over 12 years and a business owner before that. Currently, I am an Associate Portfolio Manager, servicing the needs of high-net-worth clients, including professionals, medical corporations, and business owners looking for tax and business planning through our comprehensive approach. I hold a number of designations, including Canadian Investment Manager (CIM), Professional Financial Planner (PFP), and I'm insurance licensed. To give back, I devote time and resources to Rossbrook House (helping underserved youth), Friends of Peanut Park (maintaining heritage and community), and the Lake Winnipeg Foundation (preserving our lakes), where I founded ‘Bike to the Beach’, a charity ride raising over $300K (and counting!) for the health of Lake Winnipeg.I have been married for over 20 years and have 4 energetic kids (3 teenagers) that keep me busy. I am highly active, using my Peloton, being an avid cyclist (road/mountain/gravel/fat bike – you name it) and running whenever I can. I play tennis here and there, some beer league hockey, and golf (very periodically). I haven’t picked up pickleball yet.