I founded Align Wealth with a simple mission in mind. This was to guide chiropractors to financial freedom and help them discover a better peace of mind through a financial planning process that goes far beyond investments. A little background on my journey as a financial planner.

‍I’ve been working in the financial services industry for nearly a decade and I’ve learned a lot about how professionals and business owners make decisions around money and their finances. Throughout my career, my conviction continues to grow, that real financial planning is a process that goes so much deeper than what most Canadians receive from the banks and big firms that are all too often focused on sales.

I believe that great financial planning involves collaboration with a financial planner who has a desire to walk through life with you as a strategic partner. It’s about getting a clear understanding of your values, goals, and unique circumstances, taking the appropriate actions, and applying the right strategies to help you achieve your financial goals and dreams.

I joined Align Wealth in 2024 after four years of running my independent financial planning practice. I started my practice right from the beginning because I could not find a firm where I could serve my clients with the passion, integrity, and values that I am unwilling to compromise. Let's face it: most of the Financial Industry is about sales. But, after meeting Scott and getting to know him over the years, I can easily say that I have never felt more aligned with another financial professional. Our respect for each other has continued to grow, and the conversations continued until we both decided it was time to be on the same team.

I’ve worked in the financial services industry for four years, having made a significant career change at a pivotal point in my life. I was previously a project manager in the construction industry, responsible for managing the execution of multi-million dollar projects. While I learned a lot about working as a team under pressure and understanding the importance of people, processes, and communication, I realized I wanted to have a different impact on the world by pursuing something I was more passionate about.