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B.Sc. (Biology) 1985

MBA (Generalist) 1988

Voluntary member since 1988 Learn More


Long considered the standard for financial planning in Canada, the CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put their clients’ interests ahead of their own.  LEARN MORE

The Chartered Life Underwriter designation is Canada's premier wealth transfer and estate planning designation.  The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.  LEARN MORE

A Chartered Financial Consultant is a financial advisor with advanced knowledge in wealth accumulation and retirement planning.  An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.  LEARN MORE

Former Trustee, Board of Directors;  Former Chair, Standards Task Force;  Former Member, Education & Ethics Committees Learn More

Accredited Business;  Past Chair, Board of Directors BBB Serving Manitoba & NW Ontario Learn more

Delegate, Distinguished Advisor Conferences;  Collaborator, Insurance Strategies for the Small Business Owner Course

The Four Points



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