MBA, CFP, CLU, CHFC, RRC
Financial Security Advisor
Born and raised in Alberta, he has been living in Edmonton since 1964. He received his Bachelor of Education (AD) at the University of Alberta. He then continued his education at the University of Alberta graduating with his MBA in 1997. After obtaining his MBA, he joined London Life as a Retirement Planning Specialist. During his tenure, he has held various roles such as Financial Security Advisor, Investment Product Manager and Director. Don believes in the value of education to add value for his clients. He has gone on to obtain his Certified Financial Planer, Chartered Life Underwriter, Chartered Financial Consultant, Certified Health Specialist, Registered Retirement Consultant designations. In 2020, he obtained the MFA-P designation, specializing in helping families with philanthropy and legacy planning. He is a member of Advocis, the professional association for Financial Advisors.
He is known to be passionate about educating his clients about the importance of being in control of their own finances and enriching their lives through holistic planning. Don also adds, “My previous background as a teacher makes me particularly interested in educating my clients about their own finances, both in the short term and long term.’’ Outside of work, he enjoys baking/cooking, hiking, travelling and especially spending time with his family and three dogs. When asked what advice he would like to give to all his clients, he says: “You are in control of your own finances, and my role is to help you make informed decisions. I look forward to building long-term relationships with my clients.”
Don concludes by telling us why he chose to join Beyond Business Financial Solutions and what he likes the most about his job: “I enjoy working with Beyond Business because of their supportive, collaborative and caring approach for their clients. I feel a sense of belonging and purpose when I go to work. I feel so fortunate to have a career that allows me to connect with people to build long lasting relationships.’’