Luis is a University of Saskatchewan graduate and holds a Bachelor of Arts degree in Public Administration. While attending university he worked at a financial institution as a bank teller and upon graduation was offered a position as a Manager of Customer Service & Operations. The experience that was gained during this period was invaluable and actually prepared him for his work as a financial advisor.

In 2006 Luis obtained the Certified Financial Planner (CFP™) designation, and is currently working towards the Chartered Life Underwriter (CLU™). The CLU™ designation complements the CFP™ competencies and will give him the knowledge to provide professional advice in all areas of wealth transfer and estate planning. It's his conscientious attitude and commitment to continuing education that has allowed him to build a successful practice.

Luis understands the wealth management process and takes a hoilistic approach to financial planning. Through the strength of a diversified company, he's able to design customized plans so you can achieve greater leverage on your wealth creation strategy. This means you have the opportunity of reaching your goals on time, while eliminating unforeseen risks along the way.

Luis is happily married and has three children. Away from work he enjoys coaching minor football and track & field. He actively participates as a Masters Track & Field athlete and has competed at a World Masters Games and Canadian Track & Field Championship. When it 's time to relax, he enjoys spending it with family and friends.