Place Category: Medicine Hat
Craig works closely with his clients to ensure he understands their goals and help them achieve their financial objectives. Providing professional wealth management advice through financial planning first and combining it with personalized insurance and investment solutions, you can be sure every facet of your wealth management needs will be met.
Craig is a believer in lifelong learning, and has applied that to his multiple designations in the Financial Services industry. Originally a graduate of the University of Victoria with a BA in Political Science and History, Craig found his calling in finance and attended Okanagan University College to achieve his diploma in Financial Services.
After joining RBC Dominion Securities in 1998, Craig obtained his Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Canadian Investment Manager (CIM) designations. He has also been granted the Fellowship of Canadian Securities Institute (FCSI) designation, a hallmark of industry excellence awarded to only the most qualified individuals by the CSI’s Academy of Fellows requiring at least five years of experience in the financial services industry, and practice in accordance with the highest ethical standards.
To enhance his knowledge of financial and estate planning, Craig also obtained the Chartered Life Underwriter (CLU), a must for advanced estate planning, the Certified Health Insurance Specialist (CHS) designations specializing in living benefits for individuals, business owners, and professionals, and the Trust and Estate Practitioner (TEP) designation to help clients with transfer of wealth between generations.
Away from the office Craig is an active community member, hosting free events for the citizens of Medicine Hat, and participating as past-president of the Medicine Hat Burns Club, the Cypress Club of Medicine Hat , the Medicine Hat Rugby and Development Association, and the Medicine Hat Sunrise Rotary Club. Craig has also participated on the Business Advisory Committees of the Medicine Hat College and Invest Medicine Hat.
As a happily married father of twins, Craig’s other passions include skiing, snowboarding, music, writing, and travel, and has a life goal to “see as much of the world as humanly possible”.
My family were all farmers up until my father who was the first off the farm. I have advised farm and ranch clients for over 20 years, both in managing the day to day financial aspects of their business but also in the transition to the next generation or to another operator.
Member: IIROC, FPSC, STEP, AIC
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