About —
I come from an entrepreneurial home with eleven older siblings. I grew up working in many of their businesses and saw first hand the challenges and rewards that being a business owner provided. I have always been drawn to the special mix of passion and grit that's at the core of every entrepreneur.
In my 20+ year career working with small and medium business I've learned the importance of focus, being goal-oriented and staying organized. This was not only a key ingredient for success but also necessary for providing stability and sanity in life.
In my practice I partner with entrepreneurs, professional corporations and executives that value proactive planning and crave efficiency. Our team includes experts who focus on executive compensation, advanced financial planning, corporate and personal taxation, business succession, philanthropic planning, US Cross-border considerations and income planning. Together we create and guide the detailed comprehensive plans needed to successfully achieve your goals.
I encourage you to reach out, I'd love to learn more about you and what your working towards.
A real financial plan
general inquiries —
100 - 37 Richard Way SW
Calgary, AB T3E 7M8
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The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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