Luke works with affluent families as they face growing financial responsibilities to overcome complexities, gain control of their finances & live on their terms using actionable, trustworthy strategies.

With a previous background in banking, Luke has worked in the Wealth Management industry since 2020 & has a Bachelor of Commerce (B.Comm.) from the University of Alberta. He holds the Chartered Investment Manager (CIM) and CERTIFIED FINANCIAL PLANNER^® (CFP) designations, and he was honoured to be included on the CFP Exam President’s List. 

Luke is a born & raised Edmontonian and couldn’t think of calling anywhere else home. He is active in his local community, serving at his church and on various boards. Outside of work, you’ll find him spending time with his wife, Maddie, & miniature dachshund, Moose, as they cheer on the Oilers or Jacksonville Jaguars. Luke is adamant that Moose is the most athletic wiener dog you’ll ever meet.

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