Meet Our Team
Certified Financial Planner
Ph: 780.328.2562 ext 103
Alternate: 780.905.3573
Fax: 780.328.2568
Reg is a CERTIFIED FINANCIAL PLANNER with over 20 years of experience in managerial roles with internationally renowned companies. Since entering the financial services sector in 1997, Reg has dedicated himself to providing the finest in service and advice for his clients. His primary role on our team of CERTIFIED FINANCIAL PLANNERs is to provide Insurance, Estate Planning and Corporate Solutions to high-net worth individuals, successful professionals, business owners and retirees who are serious about their financial future.
He understands that his clients require a trusting, professional and lasting relationship with a team of qualified professionals who place the needs of their client’s first. Drawing upon the talents and specializations of our team, he is integral in developing a Personal Wealth Management Strategy™ which includes investment, tax, insurance, retirement and estate planning.
He is dedicated to continuing education and sees it as a responsibility to his clients to provide quality, up to date advice by continually enhancing his knowledge in all disciplines of financial planning.
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Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.