B. Comm., CFP®, CLU®
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.
Ross' Professional Memberships
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.
What Motivates Ross:
Making a positive impact on other peoples lives
Go to Snack:
Best Part of the Job:
Meeting with people
Greenbay Packers, Calgary Flames
"Every day is you best day"
Golf, Hockey, Skiing, Hiking
For the past 20 years, Ross has served on TWR's Canadian and International board. TWR is the world's largest media organization, distributing the evangelical Christian message of hope to over 160 countries in more than 230 languages dialects.