Troy was born and raised in Medicine Hat. From a young age, he had a keen interest in saving money and determined to become an expert in the field. He has worked in the financial services industry since 2006 and has gained expertise in many areas of finance and financial planning.
After graduating from Medicine Hat College with a diploma in Financial Services and Planning, Troy earned a Bachelor of Management in Finance from The University of Lethbridge. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Financial Planner (PFP®).
Troy is happily married to his lovely wife Janae and has two beautiful daughters. Away from the office, he enjoys spending time with his family, playing basketball and volleyball, and seeking out mouthwatering foods.
Troy works with clients of all ages and stages of life. When you become a client, Troy will meet with you to discuss your immediate goals and longer-term objectives. He will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, he will implement your plan and review it regularly as your life changes.
Whatever your short or long-term financial goals - buying a home, paying for an education, living well in retirement or planning your estate - he will work with you to develop a plan to help get you there.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
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