Since taking over the family business, Ross has been striving to develop meaningful and committed relationships with each of his clients and their families to help them achieve realistic and attainable financial goals. He aims to empower clients to take control of their financial decisions by providing insight, knowledge, and informative advice that help them accomplish their goals.
Ross obtained his Bachelor of Commerce degree from the University of Calgary. He has worked in the financial industry for over 35 years, in banking, insurance, and investments. He holds the Chartered Life Underwriter designation (CLU) and Certified Financial Planner (CFP) designations.
B. Comm., CFP®, CLU®
Ross' Professional Memberships
What Motivates Ross:
Making a positive impact on other peoples lives
"Every day is your best day"
Conference for Life Underwriting (CALU)
CALU's mandate is to advance financial planning issues which include the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits, and retirement planning.
Members are required to adhere to an established professional Code of Conduct to uphold standards of best practice, participate in ongoing continuing education programs, and are committed to putting their client interests first.
Best Part of the Job:
Meeting with people
Go to Snack: