Timothy J. Goodkey RRC®
As an Associate Consultant, Timothy's role involves providing advice on asset allocation, risk management, tax planning, estate planning, and other financial matters that is consistent with our clients needs, goals, and constraints. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.
Timothy obtained his Bachelor of Science in Economics from the University of Alberta. He holds the REGISTERED RETIREMENT CONSULTANT® designation issued by the Canadian Institute of Financial Planning. He is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation in addition to the CHARTERED INVESTMENT MANAGER (CIM®) issued by the Canadian Securities Institute.