BRIDGE CITY WEALTH MANAGEMENT

I began my career as a financial security advisor with Freedom 55 Financial in 2000 after completing my finance degree at the University of Saskatchewan. After three years, I moved into management as a new advisor training manager with Freedom 55 Financial in Saskatchewan. After two years, I became a director, business development for six years. For the next 8 years I took on the role as the regional director, responsible for the growth and productivity of Freedom 55 Financial in Saskatchewan. I decided to go back to my roots and get back to financial planning and advising full time in 2020 so I could spend more time directly with clients and less time managing people... I'm currently focused on families and professionals who want wealth, retirement and estate advice to help them save and invest for their futures while also ensuring that they are doing it in a tax efficient manner.

Also known as: Bridge City Wealth Management Inc.

Primary location: Saskatoon Canada