Fortunately, in 2008 after 16 years in business I experienced a dramatic positive transformation both personally and professionally. I decided it was critical to integrate and align three key areas – your most deeply held values, your most important goals (financial and nonfinancial) and all your financial affairs, in order to help you live your ideal life.
It was inspiring to break away from the industry norm and follow a client centered methodology and process that provides a higher fiduciary standard than any related governing and/or regulatory body in Canada.
As a result you experience a one-of-a-kind process that gives you the highest probability of achieving what is most important to you, enhancing your quality of life and actualizing your ideal financial future.
I help clients to delegate in all areas of their lives so they can create more discretionary time. The big payoff is spending more quality time on the truly important areas of your life – areas that cannot be delegated. This can mean spending more quality time with family, becoming more fit and healthy, enjoying travel or hobbies, contributing more time to worthwhile meaningful causes, exploring your spirituality, or whatever is important to you. In any case, with an integrated aligned overarching strategy, you can take better care of what matters most to you.
On a personal level, I had a top notch record in sports and was lucky enough to be a 3 X Canadian National # 1 Amateur BMX rider and a 5X Canadian National # 1 Professional BMX rider. My dedication, focus and enthusiasm are instrumental in my continued success in helping clients also win, by achieving their ideal life.
"Everything depends upon execution; having just a vision is no solution." - Stephen Sondheim
I enjoy the adrenaline of downhill mountain biking, heli-boarding and I’m trying to figure out surfing. These activities allow me to turn off the world. I like new experiences while travelling, the solitude of the mountains and a crackling campfire. I live in Calgary with my extraordinary wife Ellen and awesome yellow lab Samson.
The Clients we serve the best have the following qualities:
They Live Their Values:
Our clients want to live lives of significance. Our clients have clear personal values and use those values as the guiding principles for their lives. Every important decision is pulled through the filter of their values to ensure that they are living their lives on purpose and with intentionality. We help our clients clarify their values and live accordingly to ensure they are living the most fulfilling life possible.
They are committed to and passionate about achieving their goals:
Our clients are truly committed to their written goals and are willing to do what it takes to achieve them, even when that requires personal growth and development or change. They are excited about getting help to ensure that they achieve their goals in the timeframes they have set and realize that achieving goals requires both planning and personal accountability.
They focus on what's important:
Our clients delegate financial matters so they can focus their valuable time and energy on the areas of their life that are more important than money and cannot be delegated. These include family, faith, friendships, fitness, fun and philanthropy.
They enjoy simplicity:
Our clients enjoy the simplicity, freedom and peace of mind that comes from having all their financial assets under the watchful eye of a single Financial Organizer, knowing that his team of experts is providing oversight and coordination of all of their personal financial affairs.
They appreciate the candid truth:
Our clients want to hear the truth from us regarding their financial situation, no matter what. Our clients demand and receive complete transparency, especially regarding fees and potential conflicts of interest.
They value our work together:
Our clients appreciate advice, guidance and accountability. Because of the high level of client interaction and attention, our services make sense for families who have high incomes or have accumulated more than $2,000,000 in assets or business interests, not including the value of their home.
They are financial delegators:
Our community of clients appreciate, and are happy to follow the advice of a team of financial experts coordinated by a single Financial Organizer.