Investment Advisor, CFP, FMA, FCSI

The foundation of the advice that I give is that 'it is not what your money IS but what it DOES'.  I want to use my education and experience to directly tie the best financial advice that I can give to those important dreams, goals and needs of my clients.  Making full use of the resources that Canaccord provides, I seek out every possible solution to meet the unique situation of each person I work with.

I work with my clients to help them understand the financial consequences of the life decisions that they make.  My approach to clients goes beyond 'managing their wealth' and focuses on helping them clarify their goals, providing them with timely information when they need it and using my financial planning knowledge to make those inevitable life transitions easier for them.   Finally, I provide my clients with my wisdom, so they understand the relationship that their money plays in their lives.

I have taken every opportunity to increase my knowledge to serve the needs of my clients.

I hold the Certified Financial Planner designation (CFP) as well as the Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI) designations.

I also hold a Level 2 Life Insurance license to help me provide quality insurance advice.

Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital