Keith has been helping clients achieve their financial goals since 2011. Before joining the team, Keith provided comprehensive investing and lending advice to professionals and small business owners. He enjoys learning about clients goals and uses his Certified Financial Planner (CFP®) designation to help him maximize outcomes and avoid potential pitfalls. The CFP®has long been considered the gold standard in financial planning.
Keith is proud to call Kamloops his home with his wife and two sons. He supports several local charities, coaches his sons' soccer team and serves as Director for the United Way.
Proudly supporting Kamloops and the BC Interior
"It's your money and our reputation. We take both seriously."