Over the decades, Travis’s commitment to honest and professional wealth management advice has helped guide multiple generations of clients achieve their financial goals. Due to his open and straightforward approach to providing investment solutions, Travis is trusted by his clients as he helps simplify the ever-increasingly complex world of finances. As the holder of the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute, Travis is able to assist his clients on all aspects of the management of their finances.
After starting to invest on his own at the age of 18, Travis began his career in the investment industry with Midland Walwyn in 1997 and has been with National Bank Financial since the Lethbridge branch first opened in 2005.
Travis has his pilot’s license and enjoys aviation as a recreational hobby, including supporting the Canadian Owners & Pilot’s Association (COPA) and their COPA for kids program that gets young children interested in aviation, their first ride in a light aircraft.