What is most important to you in this stage of life? Is it Wealth Creation?
Or is it Wealth Protection and Distribution?
Over the past 20 years I have helped families, individuals, corporations and non-profit groups work towards their specific goals. I enjoy working with individuals with whom I have not only an outstanding professional relationship with, but also a personal connection. People that look forward and realize that wealth is a tool used to achieve their dreams, and not the dream itself. Feel free to contact me to see how we can work together to meet your wealth management needs.
I have worked with Families, Foundations, Charities and High Net Worth Investors for 20 years. In my free time I am husband and a father of three girls who like to keep me on my toes. As a family we fully embrace the Okanagan lifestyle whether it is skiing at Big White, going to gymnastics,weekend soccer games or just enjoying the natural beauty of our area. Individually, I enjoy mountain bike riding, my local Crossfit gym and the occasional game of golf. Giving back to the community is also important to us as a family. We regularly foster cats and their kittens from the local SPCA and support charities such as World Vision. We also enjoy supporting local high school students with our own bursary.
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