My Business & Clients

I work with clients who have diverse backgrounds, investment experience, and financial needs. I work closely with my clients to identify their specific goals and to implement an investment plan that is customized to their unique situation. Since the investment landscape has become more diverse and complicated, it is apparent that having a trusted advisor to guide you by analyzing your situation, planning your future, and recommending appropriate solutions is vital to reaching your goals.

My Services

The services I offer include:

• RRSP, RRIF, RESP, TFSA, Cash, and Margin Accounts
• Stocks, Bonds, Mutual Funds
• Financial Planning*
• Insurance and Estate Planning*
• Privately Managed Accounts (SMA)

Investment Philosophy

My investment philosophy involves custom tailoring your portfolio and utilizing top-tier money managers. A key savings and investment strategy I frequently recommend involves dollar cost averaging, where regular contributions serve to reduce the impact of a volatile market.

My Self

Before entering the investment industry in 1994, I worked as an aircraft mechanic for 13 years, of which 6 years were spent with the Canadian Air Force. My duties there included working with the recovery team for the Snowbirds. As an active member of my community, I take pleasure in organizing an annual fundraiser for the benefit of the Boys and Girls club of Victoria. Additionally, I manage a mens hockey team and have coached minor hockey for 7 years.

My Mission

My mission is to offer independent, unbiased advice and solutions based on the unique circumstances of my clients, always placing clients’ needs first.

*Offered through Canaccord Estate Planning Services Ltd.