Wealth Management services for Regina & Area, Rural Saskatchewan, and Alberta

Adam grew up in a military family in Nova Scotia which instilled in him the values of integrity, accountability, and respect. After serving in the Military as an Artilleryman, he spent many years in retail management roles. 

Adam’s career in financial services began in 2020 where he found the opportunity to continue to help people and build long lasting relationships. His favorite part of his career is the people he has met along the way and hearing their stories. He prides himself on his ability to build genuine friendships and make people laugh. 

Ashley grew up in rural Saskatchewan and spent much of her working career in retail management. During this time, she learned the values of teamwork, leadership, and how to build meaningful relationships. 

Ashley’s career in financial services began in 2020 where she found the opportunity to share financial education and help people become more confident in reaching their goals. Her passion for the industry comes from having the ability to create a lasting impact for individuals and families.