Based in Cardinal’s Calgary office, Eric works directly with private clients, families and business owners to provide personalized investment guidance, portfolio reviews and financial planning support. As a Chartered Investment Manager (CIM®), he helps clients understand their investments, navigate financial decisions and align their portfolios with their long-term goals. Drawing on his experience as a financial advisor and former geologist, Eric combines strong analytical skills with a relationship-focused approach to deliver informed, responsive and personalized service.