I’m native to the Edmonton, Alberta area, and I truly consider this home. I love this city, and I’m excited for our ever-evolving opportunity of growth, community, and leadership – Edmonton is a big city with a small-town feel.
Growing up on a small farm and working for the family construction business taught me how to work hard, to work smart. I started in my teens and worked from the bottom up.
Throughout my early 20’s, I built my own capital reserves by privately purchasing and managing Alberta-based real estate and participating in the Western Canadian Road Building industry. After a much-needed break, I decided to exit my real estate ventures and the construction industry in 2007. My love of both business and people drew me to investigate many different career options.
I was approached with the idea of joining up with a local Financial Planning firm. It didn’t take long for me to see the perfect match this opportunity presented. I loved sharing my creativity and the strategies I had discovered over the course of my life, and financial planning provided the platform to share these ideas and strategies on a full time basis.
I obtained my insurance license in 2007, and was among the first Private Wealth Advisors in Alberta to receive my Exempt Market Dealing Representative registration in 2010. My learning in the industry, however, is ongoing. I strive to stay informed about economic factors that influence my clients’ future.
On a personal level, I believe in being an active member of the community and giving back where I can. I have been involved in a diversity of community-minded organisations and projects. These include mentoring young entrepreneurs, advocating for those with Celiac Disease, working with youth through multiple organizations, and mentoring local small businesses.
I now have three beautiful children of my own and they are my fuel to succeed.
Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.
Our Corporate Finance team is focused on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Raintree chooses to offer only the best private investments to our clients. We are constantly scouring the market to identify trends and opportunities that can be exploited to create wealth. Click here to read about some of the success of several of our past investments.