I meditate daily, chase cold plunges for fun, and I'm happiest either deep in the wilderness trail running or losing a game of pickleball to someone half my age. I'm relationship-oriented to my core; I'd rather spend an evening with people I love than almost anything else. And I've learned that the same things that make me good at disc golf and adventure, patience, going with the flow, paying attention, are the same things that make me good at my job.
My role
Owner and operator of Grove Wealth YYC, Independent Insurance and Segregated Investment Solutions Advisor in Calgary, Alberta. Through my partner network, I can serve clients just about anywhere. Where there is a will, there is a way, as they say. If I can't support you, I will find someone who can.
I'm early in my career, and I'm not going to hide that. While I may lack specific industry experience, I make up for it with the values I'm building this practice on: integrity, service, support, and listening intently to what people need instead of what's easiest to sell to them. Money is personal, vital to living in this world. I treat it that way.
If you're a client
I'll ask a lot of questions before I offer a single product. In fact, in our first meeting, the only thing I will offer you is another appointment while I search for tailored options for you. No jargon, no pressure, no pretending I've got every answer, just grit, tenacity and a complete commitment to doing the right thing for the people I serve. Just an honest read on your options and a plan built around your life, not a template.
My mentors bring decades of combined experience, and I'm not shy about calling on them. On a tough case, I will ask, so rest assured I will find you the best answers I can.
If you're a mentor, advisor, or fellow traveller in this industry
I know creating something worth building takes people who've already walked the path, and I'm lucky to have a few of those folks already helping guide me. If you believe in mentoring the next generation, or you're a peer figuring this out alongside me, let's talk. I love watching people grow, and I'm always up for learning from someone further down the trail.