A portfolio manager who has the resources, skills and strategies necessary to help people achieve their goals and objectives. Fred has earned numerous designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Canadian Investment Manager (CIM). He is an avid reader and has a strong belief in and passion for education.
Fred has worked in the financial industry since 1979, helping his clients plan for and achieve financial health. He has also worked to educate people about financial planning strategies, taught financial planning seminars sponsored by the Calgary Board of Education and presented various other seminars for the benefit of clients and the general public. He also sponsored and presented the Your Financial Coach radio program.
Fred’s desire to help his clients achieve personal success is apparent in his ability to listen to and to understand individual goals and objectives. This is underscored by Fred’s principled practices; he sets goals and seeks excellence in every aspect of life. Fred is professional, organized, extremely thorough and keeps well informed of the latest developments in the financial industry. He uses the latest technology to help him provide excellent service to his clients. Fred is also an active member in his church and community.