Integrated Risk Management & Tax Mitigation Advisory
Call: (403) 816-4127      

Planning for life’s inevitable, unexpected events and its impacts on our lives is often perceived as time consuming - but it doesn’t have to be.

My integrated advisory service protects your time through a seamless digitized process and can be facilitated with the ease of your mobile phone.

How can I help?

As a husband, dad, son and an incorporated business owner my role is to help protect what matters to you most today, as you grow older and when you are no longer here.

Whether you are a newly graduated professional or a seasoned small business owner our journey together will determine how to best protect your most important asset – your health.

Your health is ultimately your wealth and can impact your time at home or work.

Should an unexpected injury, illness or death present itself, the plan we build together will ensure that we create and preserve liquidity when you need it most.

Customized, Collaborative Advisory

Small business or professional practices require access to specialized expertise in the areas of tax, law, accounting, investment, or estate planning services.

Risk management planning – in some cases - requires integration with these respective specialists. I can work with a client’s existing team or I can provide a referral to one of my trusted, professionally designated alliances in order to accomplish our holistic needs.