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Disciplined. Adaptable. Empathetic.
As a Senior Financial Advisor based in Edmonton, Jack prioritizes earning your trust and building a plan that gives you peace of mind. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, as well as Bachelor of Commerce (Finance) degree from the University of Alberta. Passionate about behavioural finance principles, Jack enjoys getting to the root of your motivations and concerns, so he can tailor his guidance to your specific needs.
Know what motivates you
Jack’s approach to holistic wealth planning is based on providing you with wisdom and insight to add perspective and simply the complex financial landscape. Fueled by curiosity, Jack dedicates much of his spare time to consuming all the information he can get his hands on to stay well informed and up-to-date. His favourite part of working at ATB is the relationships and friendships he creates with his clients, guiding them through the ups and downs of life.
Dependable and disciplined
Outside of work, Jack dedicates many hours a week towards kickboxing, running, and weightlifting. He is also an avid hiker and recently completed the Tour du Mont Blanc, a 170km hiking expedition in the French alps. Jack is happiest when he is with his wife and their little dog Meelo. Whether you’re planning for retirement or just starting to invest, Jack can help you achieve your financial success.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
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