My Mission

My wealth management practice focuses on helping clients accumulate wealth and manage risk, so they have a high degree of confidence that they will achieve their goals and their investments will outlast themselves.

My Clients

My clients appreciate the time I take to understand their needs and goals and develop appropriate solutions for them.

"Doug took the time to understand my family's needs and goals and quickly gained our trust and confidence. Together, we developed a strategy designed to achieve those goals without the sacrifice of unnecessary savings. I really appreciate Doug's tax-efficient approach to investing and his regular communication has left me feeling informed and top of mind." J. D.

Investment Philosophy

A portion of capital invested with pension-style discipline and a long term outlook will provide the core of my client's portfolios. Smaller portions of capital are allocated to positions in attractive asset classes, specific securities, or tax-efficient investments with the expectation of holding the investment for a shorter time (i.e. one month to 5 years).

Most of my clients approaching retirement or already retired will direct capital into investment products that provide for a high degree of confidence ensuring that their investments will outlast themselves.

My Approach

"I know you are an out-of-the box thinker and I am very impressed with the analysis you provided regarding my personal needs the following day." Dan G.

I take a holistic approach to investing, risk management, financial planning and insurance. I will learn about your needs and goals and develop customized solutions that may include:

• RRSPs and TFSAs
• RRIF's
• Education Planning
• Individual Pension Plans
• Insurance Tax Shelters
• Lifetime Income Solutions
• Estate Planning*
• Risk Management With Life and Critical Illness Insurance
• Repositioning Mortgage Debt as a Potentially Tax Deductible Investment Loan.

*Offered through Estate Planning Services Ltd.

Myself

Prior to entering the financial services industry, I spent 15 years in the Vancouver Island technology sector as an engineer with Power Measurement. During this time I was elected to the board of directors of the employee's holding company.

I have been investing most of my life - I made my first stock trade in 1980 when I was 13 and founded an investment club in the 90s. I chose to make my avocation my vocation after Power Measurement was successfully sold in 2005 to Schneider Electric.

I am married to Lisa and enjoy various activities including skiing and photography, and I am active in my son's activities as well. I am currently chair of the University of Victoria's Engineering Alumni Chapter, a volunteer with Society for the Advancement of Young Scientists, and past board member of the University of Victoria Alumni Association and the James Bay Child Care Society