Investment Advisor, B.Comm.

I endeavour to provide conservative wealth management and retirement planning for my clients; based upon sound investment selections and a comprehensive financial plan. Some of the services and products that I provide for my clients include:

• Stocks, Bonds and Money Market products
• Mutual Funds
• Managed Money
• Tax Flow Through Investments
• IPOs
• Individual Pension Plans
• Insurance and Estate Planning through our in-house Life Specialist

I provide wealth management and retirement planning services to clients who are actively preparing for (or already enjoying!) their retirement. I work with a number of small business owners who are not able to rely on a pension and must seek to provide for their own retirement. Attaining a stable, comfortable retirement for my clients is the goal of my investment strategies.  You have worked hard to build your savings. Now, as you approach retirement, your savings need to work hard, and work smart, for you.

I take a long term approach to financial planning for my clients.  When constructing a portfolio my goal is always to maximize the long term growth for my clients, while managing risk and downside protection.  Another key part of my philosophy is that I strongly believe in helping educate my clients about their investments.  I want my clients to have a full understanding and be totally at ease over how and why they are investing their hard earned money.  You can also expect regular contact from me, as I believe it is critical to keep you well informed and up to date on how your portfolio is performing in both good and bad markets.

I am local to the Comox Valley having grown up here, and I am now raising my own family in this fantastic community.

My business background comes from the banking sector where I spent a great deal of time working with clients one on one, helping them work towards their own retirement or their children's education.  My educational background includes a Bachelor of Commerce from U.B.C. in 1996.  As well, I have completed the Canadian Securities Course and the Professional Financial Planning Course (both with Honours), administered by the national Canadian Securities Institute.

Outside of work, I volunteer as the treasurer for the local 1st Tsolum Scouts.  I am a member of the Comox Valley Chamber of Commerce, and am also involved in local recreational hockey. My daughter is a cub scout and member of her school's "Random Acts of Kindness" club.  My spouse is also an active volunteer and involved with community services.  We believe, as a family, in giving back more than one receives.