Shifting from a global career in oil and gas to leading a thriving financial services practice is a journey I take great pride in. This transition stemmed from a desire to broaden my expertise and help others navigate wealth management, with a focus on high-net-worth individuals, business owners, and newcomers to Canada.

My background in engineering and management equipped me with deep insights into global markets, risk assessment, and strategic planning. These skills now shape my approach to financial consulting. Understanding complex financial landscapes allows me to craft tailored solutions for clients with diverse needs. More importantly, my ability to adapt and excel across industries has been instrumental in building my consulting brand, reinforcing my commitment to excellence and innovation.

Activating Success Principles

Achieving consistent excellence in financial planning has been at the core of my work. My success can be attributed to a combination of expertise, personalized client care, and a commitment to continuous learning. As an Executive Consultant at IG Wealth Management, I specialize in managing, creating, and protecting wealth for business owners, high-net-worth families, and newcomers to Canada. 

The principles I follow are client-centred and holistic, always focused on providing personalized solutions. Building strong, trust-based relationships with my clients is essential, and it’s a value that guides every decision I make. This approach, combined with strategic habits, has helped me deliver outstanding results consistently.

Navigating Unique Challenges

I’ve worked with professionals in healthcare and petroleum, each facing unique financial challenges. Healthcare professionals often start with significant student debt, and those in private practice or contract roles deal with fluctuating income and demanding schedules that leave little time for financial planning. Petroleum professionals navigate market volatility, frequent relocations, and complex international tax regulations.

Having firsthand experience in these industries allows me to develop tailored financial strategies that directly address these challenges. I help clients mitigate risks, optimize their investments, and build comprehensive financial plans that provide stability and peace of mind, ensuring their financial goals remain within reach.

A key part of my work is making complex financial strategies easy to understand. Financial literacy can be a major hurdle for families and business owners, so I simplify intricate concepts like tax minimization and estate planning. By breaking them down step by step and using real-world examples tailored to each client’s situation, I make financial planning approachable and practical. Regular check-ins ensure clarity at every stage, empowering clients to make informed decisions with confidence.

Leading With Integrity

My role as a Chartered Director and board member for the Government of Alberta has significantly influenced my perspective on wealth and community building. Public service allows me to see the broader economic and social factors that affect financial well-being. This experience has inspired me to incorporate community impact into my wealth management strategies, ensuring that my client’s financial plans also contribute to the well-being of their communities.

I stay informed about policies and programs that could affect financial planning, such as tax incentives or public pensions, and I maintain a high standard of transparency and ethical leadership in all of my work.

Empowering Immigrant Families

New immigrants in Canada typically face significant hurdles when it comes to accessing financial tools and creating wealth. Working with this demographic has taught me the importance of tailored strategies that align with cultural values and long-term family goals. I emphasize education and awareness, explaining things clients may not know they don’t know.

My approach involves safeguarding assets through tax-efficient strategies, advising on wealth transfer, and ensuring that younger generations are financially literate and capable of managing and growing inherited wealth. This not only preserves wealth but also builds a legacy that can benefit entire communities.

Building Legacy Through Wealth

Intergenerational wealth is a powerful tool in creating opportunities and financial stability. For Black and immigrant communities, it’s essential to think about how to preserve and transfer wealth across generations. Some of the key strategies I advocate for include:

• Financial Literacy: Educating family members on budgeting, saving, and investing.
• Homeownership: Encouraging real estate investments that appreciate over time.
• Entrepreneurship: Promoting family businesses that create sustainable income streams.
• Education Investments: Prioritizing education as a gateway to financial independence for younger generations.
• Insurance & Estate Planning: Setting up life insurance policies and creating wills and trusts to ensure smooth wealth transfer.

The Discipline for Success

My passion for martial arts and the outdoors reflects my belief in discipline, focus, and perseverance. These values are central to my leadership style and work ethic. Martial arts, in particular, fosters humility, respect, and a collaborative approach to team management, all of which influence how I lead and work with others. 

Similarly, spending time outdoors nurtures creativity, resilience, and a sense of purpose, which helps me stay grounded and adaptable in both my personal and professional life. These passions serve as the foundation for the disciplined yet flexible mindset I bring to my consulting practice.

The Path Ahead

Financial professionals have a duty to give back. I provide pro bono services to underserved communities, supporting local businesses that promote economic inclusivity, and hosting financial literacy programs to mentor young professionals and entrepreneurs.

Looking to the future, I envision my practice evolving to meet the needs of high-net-worth individuals by embracing innovation while maintaining a client-centred approach. I plan to leverage advanced technology to provide highly customized financial strategies, ensuring that I stay aligned with my clients’ unique goals and values.

Ultimately, I hope to be remembered for not just guiding families through the complexities of wealth accumulation and transfer, but also for empowering my community. By offering education, mentorship, and transparency in financial planning, I aim to demystify the financial landscape and leave a lasting legacy of support and empowerment.