“I strive to provide personalized investment solutions, incorporating a life planning approach for families and businesses that will help them achieve their goals over their entire lifetime. Of utmost importance is providing high-quality service and advice, delivered with honesty and integrity.”
Trust is earned through relationships, performance, service and professionalism. I believe that performance is measured by more than just results. Performance means taking the time to understand and evaluate your individual situation to ensure the results fit your needs. It means delivering carefully researched, objective advice that looks at the various aspects of what is required to help you reach financial stability. I work together with my clients to provide professional guidance with their income planning and savings planning. When appropriate, I can engage TD Specialists who can assist clients with wealth protection and estate planning.
It was a combination of sound business sense and the desire and passion to help people that led me to my career within the Investment industry 24 years ago. I have worked with over 150 families and businesses supporting them with their investment plans designed to encompass their entire lifetime. Over the years, I have guided my clients not only through market turbulence, but through personal achievements and turmoil. All of this has been done with unwavering dedication to help bring my clients closer to realizing their dreams and goals.
My educational qualifications include a Bachelor of Commerce Degree majoring in Finance and Marketing. I’ve also obtained industry designations of Chartered Investment Manager (CIM®), Personal Financial Planner (PFP), and the Fellow of the Canadian Securities Institute (FCSI®), and I am also a Life Insurance Advisor through TD Wealth Insurance Services.
Outside of the office I am an avid supporter of many environmental committees and initiatives. I also enjoy spending my time outdoors in beautiful BC.
Please call me today to see if you, your family or your business could benefit from investing for a lifetime. Market Insights | Inflation 101
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