Over 30 years ago I began my journey in the financial industry. 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 have volunteered on the examination team for FP Canada and have recently worked with York University. 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 26 years to Anne Craig and we have 2 adult children.
When I am not creating financial plans, I enjoy spending time on my ebike with our 13 year-old Bishon Maltese dog named Koko. I also find time to golf, play pickleball and travel!
Having lived all of my life in Saskatchewan we have relocated to beautiful Osoyoos, British Columbia and we are enjoying the beautiful Okanagan!