#1203 TD Tower, 10088 102nd ave, Edmonton, Alberta T5J 2Z1
Tim is a professional with over 15 years of business experience in Alberta. Tim’s desire to make a positive impact in peoples lives drove him to pursue a career in personal finance. Tim has developed strategic partnerships with professionals in the industry and other industries which allow him to draw on multiple resources when advising his clients. Tim has successfully completed the CFP®( Certified Financial Planner) designation in November 2016.
Tim has a strong desire to assist entrepreneurs, professionals and small business owners plan for their family and their business’s long-term financial security in a consistent, steady manner that helps take the variables out of an uncertain future. Using Needs Analysis, open communication and sophisticated planning techniques, Tim can develop a program that is customized to each individual client and business. Tim is fully licensed in the Province of Alberta, and is contracted to conduct business with a number of financial companies. As always, his approach to business will be based on building strong relationships and welcoming the opportunity to assist individuals with their long term financial security.