I take responsibility for the Family Office side of our practice, and help guide how we integrate tax and investment management, while also finding ways to make our clients lives easier.
I am passionate about helping the families that West Oak serves, by recommending ways to transition wealth to children and communities, and educating subsequent generations to become good stewards of capital. The single biggest cheque most people write every year is for tax, so as successful as we are at growing capital for the families we serve, we are also mindful of how integrated tax is within their lives and our need to be proactive for them.
I was born and raised in Swift Current, and moved to Calgary in 1997 to article with EY and earn my Chartered Accounting designation. My dad was a private business owner and my mom a nurse, so I was fortunate to hear about risk, government spending and hard work from a really young age. This propelled me to want to learn more about tax, and what our governments do with this scarce resource – specifically if it is possible to keep more in your pocket to spend how you want, versus how someone else chooses.
I’m married to another Chartered Accountant, and we have three kids and a golden retriever. We have lived in hockey rinks and ball diamonds these last 15 years, and are now just coming into more downhill skiing, golf and new restaurants where we can find the time to be together!
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.