Investment Advisor, BBA
(Canadian & USA licensed)

My business is tailored around clients looking to preserve their capital and maximize wealth at retirement using a conservative well managed portfolio that minimizes risk and maximizes after tax return.

I work with a team of portfolio managers that provide my clients with a wide range of investment styles that can be personalized for your particular objectives and risk tolerance. I offer expertise from cash management to stock selection and superior service compared to the 'big banks'.

Before joining Canaccord I was at HSBC Investments.  Prior to that I worked for a Chartered Accounting firm responsible for personal and small business tax. I hold a Bachelor of Business Administration in Economics and Finance from Simon Fraser University and am committed to continuous education having completed various courses through the Canadian Securities Institute with plans of finishing an MBA. I am also active in my community playing competitive soccer and helped coach various soccer teams.