Investment Advisor

I focus on tailored investment strategies and financial planning. I work closely with clients to match products and services to their individual needs and objectives.

My 13 years experience in the financial services industry enables me to advise clients on a broad spectrum of products ranging from stocks & bonds to options strategies.

I am options licensed and registered in British Columbia, Alberta, Saskatchewan, Ontario, as well as the U.S.

Many of my clients are high income, high net worth individuals who need products to maximize after tax returns and reduce taxes.

Our relationship is built on a solid foundation of trust, which allows me to focus on their finances so that they are free to focus on their career, family, or leisure.

A winner of the E.A. Harvie award for the Canadian Securities Course, I pride myself on putting 110% into everything I do, and strive to provide the highest level of personal service to my clients.

I believe in continuously upgrading my knowledge through reading and taking additional courses so that I can better serve my clients.

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