Following a brief tenure in the education sector, Roger decided that his calling was in financial services. It was almost a lateral move as education is so important in the areas of personal finance that Roger knew he could create lasting impact in clients’ lives using his skills. Since then, Roger has continued to build on his knowledge by obtaining the CERTIFIED FINANCIAL PLANNER^® and Registered Retirement Consultant designations. This has been invaluable in providing tailored financial plans specifically designed for lawyers.

Collaboration is important to Roger as he believes that working together helps everyone to reach success, whatever that may look like. This is what started the conversation to bring the team together in 2019 and eventually would go on to be recognized as the Financial Planning Team of the Year in 2020 within their region (based on a demonstrated commitment to full financial planning). 

Roger is a devoted family man with a loving wife and three kids. You can catch him on the sidelines of his children’s ringette, basketball, and volleyball games encouraging them to get out and have fun! Outside of that, Roger is in avid biker and runner. To keep things fresh and challenging, he’s often participating in triathlons to see how far he can push himself. When he’s not on a bike or the trails, a glass of fine wine, gourmet food, and a smelly cheese or two will hit the spot. This usually pairs well with a good old Edmonton Oilers hockey game. And whether on the road to the Stanley Cup or trying to figure out their footing, Roger is cheering on the home team regardless!
 

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