ABZ Financial Planning
Because both money and life keep us on our toes.
Many of my clients have experienced life’s plot twists first hand.
And so have I.
Our family has lived through drastic career shifts, two major health crises, and a number of other seasons where life felt unsteady. Those experiences shape the way I support people today with clarity, calm, and plans that can bend without breaking. Because when life gets complicated, you shouldn’t wonder if your financial roots are strong enough to hold.
Conventional financial advice, with an advisor who represents products, is a familiar route for many investors.
In fact, I worked with high net worth clients in that model for several years. But for the average Canadian, I find that people often end up paying more in fees and commissions than they realize.Those fees quietly undermine the very goals they are working so hard for.
That is why I switched to the advice-only model. There are zero products to sell, zero hidden motives, and zero chance I am steering you anywhere except toward what actually works.
Big picture planning is also a more rewarding way to partner with my clients. Helping investors activate tax-saving strategies, improve cash flow, and understand retirement projections is where the biggest impact happens. The meaningful conversations about life and goals are a pretty fulfilling part of my days. My clients stay in the driver’s seat and I am simply the guy checking their blind spots.
Before stepping into financial planning full time, I spent 17 years with the RCMP. My investigative instinct never left. I still dig into the evidence and track the details while happily nerding out over financial projections.
My clients are hard-working, capable humans anticipating retirement.
My goal is to help them get there with every dollar they can.
Roots, Rings, and Real Life
Happy Husband to Kyla & Hockey Dad to three exceptional small humans
CFP® since 2022
Tax Specialist since 2018 (Want to hear about the six cool intense tax courses I took? No?)
BSc (roughly around the invention of the wheel)
When out of the office, find me either at the hockey rink with my boys or breathing fresh northern air while hiking with my wife and Golden Retriever.
Or nerding out over Finance and Health content with a giant mug of coffee
My own retirement dreams feature even more travel and outdoor adventuring, boating in Alaska, sushi crawls in Vancouver, and staying engaged and consulting with my clients because I love my work so much.