My Investment Philosophy

By appropriately diversifying each individual client's investment portfolio, subject to risk tolerances, maximum rate of return can be achieved. Most client portfolios achieve balance by using a spectrum of mutual funds, stocks and bonds. Most will hold 'specialty' type investments that offer greater diversification and opportunity for above average growth and tax savings. Life insurance is another key tool for long-term financial planning.

Gaining trust from clients through integrity and trustworthiness is essential to developing and continuing a strong relationship. By working very closely with clients, I hope to gain their respect and earn referrals for additional clients.

My Clients

My objectives include assisting clients in developing long-term financial goals and providing the tools and strategies to meet their goals. Ongoing, I will provide superior value-added service for clients to meet their constantly changing circumstances and goals.

My Interests

I place a high priority on my family life. I assist in coaching my son's sports teams. I am treasurer for my church and help with school functions. My family enjoys camping and biking. We choose to live in Vernon because we place high value on the simplicity of life in a smaller community.

Myself

I was born and raised in Vernon, B.C. and attended post-secondary school in Vancouver. In 1991 I met the rigid requirements of the accounting profession and obtained my designation as a 'Certified General Accountant'.

After working for several international corporations I decided to switch into the investment field in 1997. With indepth experience in finance and economics I offer the ability to apply my knowledge to the personal financial plans of my clients.

In 1999 I recognized an opportunity to assist clients with life insurance requirements and obtained my Life Insurance license.