I’m a financial services professional who’s passionate about educating Canadians about holistic wealth management. My goal is to eliminate financial illiteracy among Canadians one person at a time. Whether you’re interested in improving your financial literacy by consuming the latest educational content, working with a professional to optimize your family’s investment strategy, or need a keynote speaker to get the next generation thinking about money, I’m here to help!

Hi - I’m Drew

Thanks for stopping by.

BOOK A TIME TO CHAT

  • Personal Finance Educator

    • Video Lessons

    • 1:1 Consultations

    • Downloadable financial resources

  • Wealth Advisor

    • Investment Management

    • Financial Planning

    • Estate Structuring

  • Keynote Speaker

    • Community Seminars

    • Conferences & Corporate Events

    • Guest Lectures

  • Drew's knowledge, advice and open-minded thinking makes him an amazing Personal Finance Coach. Together, we developed a clear financial roadmap related to my goals that has helped relieve financial stressors so that I can gain more knowledge and confidence to invest. I highly recommend working with Drew!

    - Sarah, 27

  • Drew’s down to earth approach and focus on my unique needs helped me relax throughout the process. He took the time to work with me to develop my financial plan and made sure I understood each part of the plan. Thank you!

    - Cindy, 62

A Little About Me

I’m a wealth advisor and personal finance coach based in Canmore, AB. I grew up as your typical hockey player in Ontario, living alongside my 150+ siblings (my family fostered… not so typical). After high school, I played 3 years of semi-pro junior hockey before attending the University of Ottawa for my post-secondary studies.

At uOttawa, I studied business with a focus on finance and entrepreneurship. I was a key member of the management team of Growcer, an agriculture technology start up that tackled food insecurity by manufacturing hydroponic farms capable of growing food year-round in any climate. During my 5+ years with Growcer, our team grew from 3 to 30+ employees, with a company valuation of over $50 million.

Before moving out west, I worked with one of the fastest-growing teams at RBC Dominion Securities, one of Canada’s largest wealth management firms, helping to scale the business and deliver a top-notch customer experience. 

Outside of work, I’m passionate about traveling and exploring new cultures. I spent 6 weeks in Japan last ski season and hope to visit 40 countries by the time I’m 30. I also love to push myself athletically; my current physical pursuits include free-ride skiing, hockey, and training for a half-ironman triathlon.

Contact Me