I listen to Albertans, so that I may truly understand what their goals and dreams are. I ask the questions necessary to quantify those goals and dreams, and then I work with my team of regional Specialists to create a comprehensive, written Financial Plan. Once the plan has been implemented, I remain in contact with clients to help them through all 6 Disciplines of Financial Planning. I will keep our Plan up-todate, adjusting for any changes in their lives, and I will help clients hold themselves accountable to the plan so that they will accomplish their goals, and realize their dreams. Investment Planning | Insurance Planning | Mortgage and Debt Planning | Retirement Planning | Estate Planning | Tax Planning