Our Service:

My team and I provide sophisticated Private Wealth Management Service, typically to Business Owners, Professionals, Retirees, and their families. It is much different than traditional, commonly used investment advice. We are not here to simply sell stocks, bonds and mutual funds to our clients.

We use a structured, disciplined process that simply aligns your objectives with your goals, and everything we do flows from this. By utilizing this process, we clarify our client's targeted return, and this allows us to structure the investment strategy with the lowest risk parameters to achieve these goals.

From this, we create a Financial Plan and an Investment Policy Statement. This clarifies and commits your objectives in writing, and provides proof of concept. It guides the entire process and provides a framework to select the appropriate investments and wealth managers to achieve your goals.

This will be presented to you in a comprehensive proposal that outlines our detailed strategic direction, management and investment selection, statement/reporting review, as well as our Service Level Agreement. This agreement commits myself and my team in writing to the level of service you will receive from us (from the frequency of our communication, to a schedule of reviews, 3rd quarter tax planning strategy, and client education/events).

Our Value Proposition to You:

• Service: Our goal from the inception of our relationship is to provide the highest level of uncompromised personal service. A client in our opinion should settle for nothing less.
• Excellence: We strive for excellence in everything we do for you, from the management of your wealth, to the research and analysis we perform on a daily basis, to the strength of our communication, to the development/growth of our relationship.
• Net Results: Return targets are set at the outset based on an exhaustive process. Performance is regularly monitored, and we provide a detailed quarterly performance review, which weighs results against set targets. We always report to you in clear, unequivocal terms.
• Fee Structure: We believe strongly in a fee for service relationship. This ensures that your interests are aligned with ours, and there is only incentive for performance in every aspect.
• Trust: To us, trust is the foundation of any relationship. We will work hard to earn and maintain your trust from day one. We promise to provide absolute integrity. We do what we say we will, and our word is our bond.

Myself

I have over 14 years experience in the investment industry. I am a graduate of the BCIT Financial Management Diploma Program (Financial Planning Option), and I hold a number of accreditations including the Canadian Securities Course (CSC), Professional Financial Planning (PFP) course, and Conduct and Practices Handbook (CPH) course.

I was born and raised in Fort Qu'Appelle, Saskatchewan, and moved to Abbotsford in 1992. My wife Andrea, our son Luke, daughter Avery and I are very proud members of our community. I am active through coaching with Abbotsford Minor Baseball and with the United Way of the Fraser Valley (serving as an Executive Member and Treasurer on the Board of Directors, as well as the Campaign Chair for the 2008-2009 UWFV Campaign). We participate in a wide variety of activities including Hockey, Golf, Baseball, Gymnastics, Dance, and Camping.