Financial Analyst

Government of Alberta, Treasury Department (May 1994 - Apr 1996)

My first REAL job! I worked in Treasury while I finished my Masters degree.  Although not initially pleased with this position, looking back, I see it was a very valuable experience.

Brand Manager, Field Marketing Manager, Market Analyst

Molson/Coors (Apr 1996 - Mar 2003)

As a young man just out of school I couldn't resist moving on from, what I thought was "boring" government work in the finance industry, to a vibrant city, marketing BEER to western Canada and eventually the entire country.

Entrepreneur

MJS Importing (Apr 2003 - Jun 2004)

This was a very interesting foray. After leaving Molson I went out on my own to market beer. I had a few successes but a whole bunch of failure. This was a great learning period for me.

Manager

TELUS Communications (Jun 2004 - Aug 2006)

Running out of money, I joined one of the premiere companies in Calgary not involved in the energy sector. I did very well here but the culture wasn't a great fit. I was also determined to get back into marketing.

Strategic Marketing Manager

Venture Communications (Aug 2006 - Apr 2007)

I got back into marketing but, as you can see, I wasn't with Venture for very long.  However, I learned A LOT in a short time. Mostly I complemented my marketing planning skills with Venture's fairly good brand development process. This company has changed quite a bit since I was there.

Financial Planner/Investment Advisor*

Richardson GMP (Nov 2013 - March 2017)

Macquarie Private Wealth (Apr 2012 - Nov 2013)

Wolverton Securities (Oct 2009 - Apr 2012)

Signature Capital (Jul 2007 - Sep 2009)

My career comes full circle as I return to my roots in the financial sector. I teamed up with a college friend already in the advisory business to help him build a wealth management platform. We moved from Wolverton Securities to Macquarie Private Wealth as the former was not a good fit for our platform. Macquarie was eventually sold to Richardson GMP where we remain today.

Cross-Border Financial Planner

KeatsConnelly & Associates (Jun 2017 - Present)

A chance to integrate my two CFP®s to help client's navigate the complexities of a cross-border move.

*Technically, my current role was "Business Development Assistant". When I moved to the United States, I willingly gave up my registration to lessen compliance complications. My role did not really change other than I was no longer able to advise clients directly. I must stress that giving up my registration was not due to any disciplinary reasons.