
Member Bio
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I’ve spent the majority of my career in the financial services industry (over 27 years and counting) working for a large bank-run wealth management firm. Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of clients. I knew there had to be a better way.
In May of 2021, I chose to leave the "Big Bank" and founded Awaken Wealth Management Ltd. (Awaken Wealth) to give my clients a more robust and better wealth experience. At Awaken Wealth I have the best of all worlds with leading technology and tools available to best serve our clients. As a Portfolio Manager, I provide investment advice under the fiduciary standard; a legal requirement to always put the interests of my clients first; and as a Certified Financial Planner® I have a duty to act in my client’s interest by placing their interests first.
I’m passionate about the work I do and the opportunity it provides to make a meaningful impact in the lives of others. I hold the Certified FInancial Planner®, Chartered Investment Management®, Certified Kingdom Advisor®, and Financial Management Advisor designations.
I was born in Saskatoon but grew up in Regina and attended the University of Regina before starting out in the financial services industry. I'm glad to still call Regina home alongside my wife, Julie, and to have raised our two sons here, Kyler and Taylen, who have both found their partners in life, having been married in December 2021 for Kyler and Nicole, and April 2022 for Taylen and Emily. We welcomed our first granddaughter, Mayla (Kyler & Nicole), in December of 2023, and our first grandson, Malachi (Taylen & Emily), in April of 2024!