Your Future is our Passion

What most people know about Joey is....

He is a born and raised Calgarian, who watched our city grow throughout the years and as a child, has memories of the 88’ Winter Olympics, and celebrating when the Flames won the Stanley Cup in 89’. 

Fast forward to today, he loves a good game of golf, fishing, spending quality time with family and friends, and mountain biking with his wife and three kids. He believes in paying it forward, making a difference, and living an impactful and meaningful life.

He has had an interest in Wealth Management from an early age and earned a Management Degree with a focus on finance from the University of Lethbridge, a Certified Health Specialist designation (CHS), and holds a prestigious Chartered Financial Planner designation.

Joey has worked with some of Canada’s largest financial institutions gaining valuable experience along the way specializing investment management, insurance underwriting, and retirement income planning. 

Joey knows investments and insurance can be frustrating and even complicated at times, so his goal is to help you make really good financial decisions. Rest sure that he work side-by-side with his clients, listening to their needs and understanding their situations; so he can focus on giving the right advice at the right time.