Over 30 years ago I began my journey in the financial industry. I realized early on in my career my passion for supporting others with their financial goals. I am proud to have been a part of the Saskatchewan Credit Union system and through my travels, I have met with many people from all walks of life and have found that people have individual and unique objectives. I am dedicated to learning about your personal and financial goals and together we will use them to build a financial plan focused on your specific needs to achieve success.
When I am creating your plan I am taking a holistic approach. I will look at areas in your finances you may have not thought of or have overlooked. There are many aspects to a financial plan that many people overlook including tax efficient withdrawals, the Affidavit of Execution as part of your will as well as beneficiary strategies.
I have sat on many boards including the Saskatchewan Crown Corporation Review Committee and the Prince Albert Raider Board of Directors. I currently volunteer for FP Canada working with the examination team and in 2018 I was voted the Best Financial Planner in Prince Albert, Saskatchewan through the BOB (Best of the Best) awards from PANow.
I have been married for 24 years to Anne Craig and we have 2 children. Connor has recently graduated from Nuclear Engineering and Kimberley has completed her 3rd year in French Education.
When I am not creating financial plans, I enjoy spending time on the water, golfing and travelling. Anne and I also love to spend time with our 11-year-old Bichon Maltese, Koko.
Having lived all of my life in Saskatchewan we have relocated to beautiful Osoyoos, British Columbia!