Mission Statement

To be consistent and offer innovative perspectives that address your financial concerns.  

My Business

I offer my clients comprehensive financial plans and solutions that are focused on long term growth and wealth preservation. A comprehensive financial plan includes:

• Wealth management solutions
• Estate planning*
• Tax reduction and deferral strategies
• Retirement strategies
• Education planning
• Risk mitigation and insurance solutions

My Clients

My relationship with my clients is the most important aspect of my business. Building trust, providing full disclosure and increasing communication are aspects of each relationship that I take very seriously. My goal is to provide ongoing personalized investment advice and comprehensive financial planning to assist individuals in developing a customized portfolio, which focuses on meeting investment goals while maintaining protective measures against any possible downside.

Investment Philosophy

I also am a specialist in succession planning, where I look to ensure that your legacy is protected. I look for top-quality companies with solid balance sheets and growing profits, which trade below their fundamental values. Over the long-term, this approach has produced above average returns while minimizing risk. I also look for well managed companies that have a proven track record of paying good dividend yields over the longer term.

Myself

Upon graduation from the University of Calgary with a Bachelor of Science Degree in Geography and a specialization in business, I returned to my hometown of Vancouver, BC. I joined Canaccord Financial in mid 2008.

I am continuing my education by pursuing the Canadian Investment Management (CIM), Certified Financial Planner (CFP) and the Chartered Life Underwriter (CLU) designations. I endeavor to become more knowledgeable in the many different financial tools available, and therefore be able to offer my clients a comprehensive financial and wealth plan.

I enjoy the outdoors and the ocean. I have recently taken up marathon running, and am also an avid downhill and cross-country skier.

*Offered through Canaccord Estate Planning Services Ltd.

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Wealth Focus

A Quarterly Report on Wealth Management from Canaccord Financial.