My Clients

I focus on providing my clients with customized investment accounts and financial plans. Active management is key, with ongoing research, due diligence and regular reviews to keep clients on track. Whether saving for, transitioning into, or already enjoying the benefits of retirement, I strive to help my clients achieve their goals while sleeping soundly at night.

My Approach

I am a generalist with experience, independence, and common sense who provides customized solutions and financial management with complete freedom of choice to provide the ideal solution. My investment philosophy is essentially conservative with a value conscious growth style using a disciplined approach. Access to research from many sources enables me to better look at the big picture when making recommendations. When combined with IPOs and other opportunities uniquely available at Canaccord, it helps ensure my clients goals and dreams are achieved.

My Business

I have a disciplined investment process that begins with a complete review of my client's situation, the establishment of their goals, and the development of a strategy and plan to help them achieve financial success within their risk profile. Tax planning and tax minimization are key components of the financial plan and creative ideas and solutions are evaluated and recommended as appropriate. I help clients to stay on track and not make rash investment decisions and I believe my best client is fully informed and educated.

My Self

I am a seasoned veteran and successful businessman who worked 15 years in the horticulture industry prior to becoming an Investment Advisor when I moved to Campbell River in 1997. I have been investing and advising family and friends all my life and it was this love and passion for investing that made me choose this profession.

I am married to Janis and in addition to enjoying various sports, including skiing and hiking, I am active in my children, Colin and Jocelyn's sporting and academic pursuits. In addition I am a member of the Daybreak Rotary Club.

Value Statement

I am a loyal, reliable, dedicated, seasoned professional who believes in speaking his mind and doing the right thing. Freedom of choice is very important to me and working with Canada's largest independent, non-bank owned, full service investment firm gives me that. I have access to incredible research, excellent technology, and opportunities uniquely available at Canaccord Financial. All of these factors enable me to provide a customized solution that truly is the ideal one for each of my clients.