Engaging. Understanding. Present.
Ryan is a senior financial advisor based out of Red Deer and Lacombe. As a Certified Financial Planner (CFP®), Ryan knows how important it is to stay current with financial planning trends. He helps your money work for you by subscribing to the latest publications in wealth management and understanding current best practices and market trends.
Making financial planning make sense
More than 25 years of experience in the industry has given Ryan a knack for connecting with his clients and helping them make sense of their portfolios. It’s important for him to interact with clients on an ongoing basis to make sure they are confident in their financial decisions. For Ryan, investing is a marathon, not a sprint, and he’s here to help you achieve your short and long-term financial goals.
Working for you
An adventurer at heart, Ryan spent 15 years in Japan as an asset manager and enjoys teeing up at his favourite golf course or heading out fly fishing. He can be depended upon as a trusted advisor to help you navigate your finances.
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.
While I am flexible about where we can meet, I typically work out of the following branches: