Based in our Calgary office, Eric is dedicated to delivering exceptional service to our advisors and private clients. He assists individuals, families, and small business owners in shaping their future financial plans. Before joining Cardinal, Eric served as a Financial Advisor at Freedom 55 Financial, where he deepened his expertise in financial planning and advisory services. His earlier career as a geologist in the petroleum industry, spanning regions such as Western Canada, Australia, and Africa, further enhanced his analytical skills and versatility. Holding the Chartered Investment Manager (CIM) designation, alongside his former professional geologist (P.Geo., non-prac) qualifications, Eric personifies a commitment to professional excellence, ensuring clients benefit from his well-rounded expertise in finance.