My Business

My approach is simple. I am a wealth management specialist providing total financial solutions for families. I build honest relationships and provide the right answers for your financial needs. This can be addressed through the use of stocks, bonds, debentures, GICs, fee-based managed accounts, mutual funds, hedge funds, income trusts, new issues, tax shelter investments, US & international markets, specialized income solutions as well as insurance* estate* and tax planning tools*.

*Offered through Canaccord Estate Planning Services Ltd.

My Clients

Whether your goal is to retire comfortably, optimize after-tax income, plan a tax-efficient distribution of your assets, or provide a good education for your children, I am here to help. I put my clients first and work hard to make sure you receive prompt, friendly answers to your questions. With me as your financial quarterback, you can expect clear, consistent, meaningful communication and advice. My friendly, straightforward approach to service and financial management means you can relax, knowing you’re taken care of.

Investment Philosophy

The most important element in developing your unique portfolio is you. What is your goal? What is your time horizon? Your tolerance for risk? How do you see risk? What are your tax considerations and returns expectations? Who else is involved? The answers to these questions will help me to shape your plan and your portfolio. When constructing any portfolio, my emphasis is upon consistency of results even during difficult markets.

My Self

Born and raised in Edmonton, I graduated with a Bachelor of Commerce (Finance) from the University of Alberta. I have 16 years professional experience in both the institutional and retail sides of the investment industry. I hold the Professional Financial Planner designation from the Canadian Securities Institute and have completed level 1 in working toward the Chartered Financial Analyst accreditation. Happily, five years ago I made the decision to move west to Vancouver from Edmonton. Together with my wife, I love to snowboard, bicycle, golf, camp, swim and wakeboard in BC’s unparalleled outdoors. Regrettably, I am still an Edmonton Oilers fan.

“There are risks and costs to a program of action. But they are far less than the long range risks and costs of comfortable inaction”
John F. Kennedy