Investment Advisor

I work with clients that have varied experiences and investment backgrounds and seek to help them steer away from several of the investment "traps" that litter the marketplace.  I put my client's interests first, and develop my business with integrity and honesty. 

I draw on my 25 years of experience as a full-service investment advisor to develop portfolios that seek to enhance investment returns while reducing overall levels of risk.  I customize individual portfolio solutions determined by what the client wants and their unique investment goals while keeping the concepts within the realm of their understanding.

I am currently working with many investors that are based locally, across Canada and abroad.  I am securities licensed in British Columbia, Alberta, Saskatchewan and in Ontario.  I am also licensed to trade options and I speak French.

With a universe of investment opportunities and information out there, my approach is to first fully understand your current position, your investment goals, and your approach to risk.  I then present you with actionable investment strategies that are understandable, proven effective, and best suited to your specific goals.  I continually monitor your accounts to take advantage of arising opportunities and changing market conditions and keep in regular contact with clients to ensure that we remain 'on track'.

I moved to Victoria from Banff, Alberta and began my career as an Investment Advisor in 1980. I am active in many sporting activities and especially enjoy sea kayaking, cycling, skiing and running.

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