Aaron has a rare mix of youth and experience, having started his career in comprehensive wealth management earlier than most in the industry. He has experienced a side-by-side mentorship with Russ Doherty and Vic Bryant for the last 12+ years, drawing on the invaluable expertise that came from their differing approaches. Aaron’s clients take comfort in knowing that they have found an advisor who will be around to serve them throughout their career and retirement.
Aaron holds a Bachelors of Commerce Degree (Finance) from the Haskayne School of Business, University of Calgary, a Certified Financial Planning (CFP) designation with FP Canada and a Registered Financial Planner (R.F.P.) designation with the Institute of Advanced Financial Planners (IAFP) where he also sits on the board of directors. Additionally, he also holds the Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP Canada).
As a dual citizen, Aaron is continually expanding his knowledge in cross-border financial planning (Canada-USA). He is well versed in planning for Canadian snowbirds that are spending time in the U.S., and also planning for U.S. citizens who are living in Canada.
Aaron is often sought out as an expert in the media, having been quoted frequently within The Globe and Mail, Financial Post, MoneySense, and Motley Fool. He also writes personal finance articles which can be found within T.E.’s quarterly newsletter, “Strategies” and also online within T.E.’s blog website.
Aaron and his wife Miranda are the proud parents of twin girls. When not running after his daughters, he plays for – and manages – a Calgary men’s soccer team.