Investment Advisor, B. Comm., CFP
My Mission
To manage all of my client's wealth management needs, offer value-added advice, help plan for their financial future and offer exceptional client service.
My Business
I work with clients to first fully understand their individual circumstances and to identify their unique financial goals. I then develop and recommend customized financial plans and wealth management solutions designed to help client achieve their goals while providing peace of mind.
I work with clients in all areas of Retirement Planning, Investment planning, Estate and Insurance Planning, Education planning and Portfolio Management.
Investment Philosophy
I put my client's interests first, acting with integrity and honesty while striving for excellence in every area of my practice. I seek to build long-lasting professional relationships with my clients and their families.
As a member of an independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with The Independent Advantage:
- Clients first, always
- Sound, unbiased advice
- Innovative financial solutions
My Self
I am a graduate of the University of Victoria Bachelor of Commerce Program. I have been in the financial services business for 8 years and am a Certified Financial Planner and Licensed Life Insurance agent. I have lived in Victoria for 13 years and was raised in Vernon. I enjoy skiing, snowboarding, golfing, and playing squash.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
