My Clients and Business
My services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. My clients include:
- Busy professionals looking to free their time
- Successful business owners and self-employed professionals who need help managing personal and business assets
- Pre-retirees wanting to maximize their retirement savings
- Retirees requiring innovative strategies to boost their after-tax retirement income, while protecting their financial security
- Established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
I can provide a personalized strategy based on your personal investment goals, how long you have to invest, and your attitudes toward risk. Based on this, I will recommend guidelines for making investment decisions including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions. To help provide you with well-informed advice I have access to research from several leading firms.
I have been through the bull and bear markets with my clients and have provided valuable advice so they have a greater sense of financial security, growth and peace of mind.
Do you know why and where your money is invested?
If you don’t know, let me help you build a plan to get you to where you want to go and what you want to do now and in the future.
My Investment Philosophy
Getting the right investment advice is a key part of managing your wealth but it's just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate* in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed, like maximizing your retirement income or business succession planning.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. I can help you address all your wealth management concerns, working in partnership with your tax and legal advisors. I can assist you with a financial plan, estate* consultation and wealth protection.
*offered through Canaccord Estate Planning Services Ltd.
My Self
After graduating from University of Illinois in Finance, I worked at the Chicago Board Options Exchange. After studying and working in Chicago, I decided to return to B.C. and worked for West Coast Energy as a pipeline construction inspector for 6 years. In 1996, I returned to school to complete my MBA at University of British Columbia. While at UBC, I worked at the Vancouver Stock Exchange in Corporate Finance.
For the last 13 years, I have worked for a major brokerage institution in downtown Vancouver. However I am extremely excited to recently move to White Rock for the benefit of my young family so that we can live in a smaller community where we know our neighbours well.
Outside of work, I mainly spend time with my family plus play hockey and enjoy outdoor activities such as hiking and biking.