I work with professionals and those individuals saving for retirement. Many are people who just don't have enough time to pay proper attention to their own financial needs. These people are looking for growth in their portfolio and want to maximize their return given their risk tolerance.
I set realistic goals and it is my job to make sure that my clients stick with them. I want to help you sort through all the investment options and pick the ones which best suit you. I will implement a plan and monitor it to make sure we are on track and make modifications where necessary.
I have been in the financial industry since 1993 and have been an Investment Advisor since 1996. I hold a Bachelor of Business Administration (Degree in Management Finance) from University College of the Fraser Valley and a two-year Diploma in Marketing from Okanagan University College. I also have my Branch Manager (BMC) qualifications from the Canadian Securities Institute.
I am active in the community serving as a member of the Board of directors with the Rotary Club of Abbotsford. I have also served on the Abbotsford Chamber of Commerce Business Excellence Awards committee and am a former Director of the Fraser River Heritage Park in Mission.
I enjoy traveling and keep active by playing baseball, hockey and football.