Good advice beginswith better questions.

We begin with the decision in front of you, what has already been considered, and what would make the next step clearer. It is also a chance to decide whether my experience fits what you need.

Start with whatever helps explain the situation: recent account statements, pension or CPP estimates, business documents, an existing plan, or a rough spending number. I will tell you what else may be useful after we understand the question.

I work with Calgary families and business owners navigating retirement, business transitions, estate and legacy decisions, family wealth planning, and second opinions.

Yes, when the plan needs their expertise. I can help keep the financial decisions connected while your accountant, lawyer, or other professional handles the work within their field.

The services, costs, compensation, responsibilities, and potential conflicts should be clear before you agree to proceed. Ask for the details in writing and in dollars wherever possible.

The review schedule should reflect your situation. We agree on that schedule at the beginning and revisit the plan when your circumstances, priorities, or deadlines change.

No. It is a simple illustration based on the assumptions shown beside it. It does not account for every tax rule, fee, pension, market change, account type, or personal circumstance.

No. The form opens a message in your own email app. Nothing is sent until you review the message and choose Send.

Use CIRO’s AdvisorReport to review registration and regulatory history, and Edward Jones’ directory to confirm my office, phone number, and connection with the firm.