Life Specialist
My Business
I am well versed in a broad base of financial planning avenues and use this knowledge base to help customize financial plans to each one of my clients needs.
My expertise is lies in retirement & estate planning*, tax planning, life insurance, health insurance, mutual funds, segregated funds, RRSP's and RESP's.
I strive to obtain a secure financial future for each of my clients based on their personal goals and desires.
*Offered through Canaccord Financial Services Ltd.
Outstanding Service
I offer a personalized approach to each of my clients, including:
- Quarterly consultations to review markets and compare portfolio performance
- Continual proven investment research outlooks
- Recommendations to improve and update profiles regularly
- Returning any calls and emails within 2 business hours
Investment Philosophy
My philosophy is to remain on the cutting edge of financial opportunities through continuing education. By remaining up to date, I can analyze portfolio opportunities to fit each client's goals in the present and long term.
I believe every Canadian deserves a financially secure retirement and estate plan.
My Mission
My goal is to get each client's "life done right".
This means my mission is to secure client's assets now and in the future.
I work to maintain and grow a client's capital from our initial meeting to the time we execute their estate plan.
Community Involvement
Current Service Positions:
- Campbell River Chamber of Commerce; seat on The Board of Directors
- Campbell River Kinsmen; Member of the Executive Board
- Campbell River Hospice Society; Member of the Executive Board
With these positions, I am able to use my financial background as a service to the greater community, as well as remaining in the epicenter of local market trends and issues.