Investment Advisor

I offer integrated wealth management strategies designed to help you grow, diversify, and preserve your lifestyle.  By working towards the development of a comprehensive plan, I seek to achieve an investment strategy tailored to your distinct goals and aspirations.

I utilize an efficient approach that is geared towards integrating your financial affairs with a variety of customized and unique products.  I prefer a personalized approach designed to give you peace of mind with your investments, as well as allowing you the freedom to manage your personal and professional lives.  I am firmly committed to providing sophisticated financial solutions that are rooted in a desire to help make your dreams a reality.

A few highlights include:

• Personalized services that are tailored to your specific current and future needs
• A focus on long range plans that encompass the entire scope of your family's financial requirements
• Comprehensive wealth management services that cover all areas of financial advice including retirement planning, tax and estate planning*,  as well as insurance solutions*
• Sound research and analytical capabilities, supported by the expertise of a team of recognized industry experts

* through Canaccord Financial Services

Committed to making a positive difference.

I firmly believe in applying a caring and personal approach to my business.  I have a sincere desire to create optimal wealth strategies that have a direct and meaningful impact on my clients' lives, and which complement their financial goals and aspirations.  As a result, my investment philosophy is deeply engrained in creating strong, long-term client relationships that are based upon a foundation of trust.

All of my decisions are entirely based on the virtues of honesty and integrity.  I believe in being absolutely forthright with people and on making decisions that are founded on logic and thorough investigation.  My conservative investment approach is designed to minimize risks while simultaneously maximizing returns.

An ardent fan of many sports, in the winter I'm an avid downhill skier and in the summer I apply the same enthusiasm to mountain biking.  Prior to university I was a competitive equestrian and was also an elite national-level athlete in flat water canoeing.

After obtaining my Bachelor of Commerce from the University of Victoria, I gained invaluable experience managing the operations of a number of small businesses.  Driven by my entrepreneurial spirit, I found myself drawn to the financial services industry and pursued a position with Canaccord Capital.  After joining the company, I worked in both the research department and the US trading department before becoming an Investment Advisor.