As a long-time member of the Todd Degelman Team, I have 24 years of experience “doing what is right” for our clients.
I confidently direct our clients through our Wealth Management Process – which includes long term cash flow planning and estate planning. I do my best to build appropriate investment portfolios, and help make the right overall wealth decisions for you and your family. I have earned the Certified Financial Planner designation (CFP) and I hold a Bachelor of Commerce degree from the university of Saskatchewan.
On a personal note, I joined the Degelman Team in 2001. I am married to Sabrina and one awesome child, Ben. I enjoy music of all variety and working on our 100 year old house. Our family enjoys travel, downhill skiing, the family pool and camping in the summer.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.