Investment Advisor
Certified Financial Planner
Certified Divorce Financial Analyst
Mission
To enhance the quality of my clients' lives by successfully providing comprehensive personal wealth management services.
My Clients
I am committed to achieving unsurpassed client satisfaction through the delivery of the highest quality, value-added investment management and financial planning services for professionals, business owners, corporate executives and other individuals of substantial income and/or assets.
I am committed to helping clients achieve their financial goals through the development of structured, goal driven investment portfolios and customized financial plans. I seek and develop long-term relationships with all my clients.
My Self
I earned my Bachelor of Arts (Honours) degree in Economics from Queen's University at Kingston. Prior to joining Canaccord I spent fourteen successful years working for RBC Dominion Securities in Toronto, Hong Kong, and Singapore.
Born and raised in Vancouver, I enjoy golfing, fishing, and tennis. As the father of 5-year old twins I am very involved in their activities both at home and in the community.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
