I grew up in Saskatoon but spent and continue to spend my summers at our family cabin at Jackfish Lake here in Saskatchewan. I graduated from the University of Saskatchewan with a Bachelor of Commerce degree. Joined Freedom 55 Financial in 2005 and shortly after became the principal advisor of Reis Wealth Management Inc. then decided to join Brian Mallard & Associates in spring of 2019. Continuing education is important to me and I have obtained my CFP and EPC designations through the years. I have been married to my beautiful wife, Jodie for 7 years and have 4 amazing children. Between me and my wife both running our own businesses, kids’ activities, spending time at the cabin and skiing at Kimberly BC we are kept busy.
My parents divorced when I was a teenager and I watched my mom work 3 jobs to support us 6 kids. Money was tight but it taught me the value of both time and money and the integral role they play in quality of life. I have been focusing my time and energy in both the business owner markets and young professionals. I like to describe myself as a lifestyle focused certified financial planner as I am extremely passionate about spending time with my wife and kids, waterskiing at the lake, skiing in B.C., living a healthy and active lifestyle daily and taking the chance to see and try something new every day.
I believe it is important to surround yourself around the right people to help you in your business. I am lucky enough to have had my executive associate, Heather Johnson, work with me for coming up to 10 years now. We work together as a team to keep the business thriving and continuing to grow.
For more information on us and what services we offer please visit Reis Wealth Group.