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As an experienced Investment Advisor and Branch Manager, I've been privileged to work with some wonderful families with complex, diverse and interesting financial needs. I've found that my client's personalities and values differ and the strategies and solutions we implement need to be personalized for them. Although values typically stay constant, goals change over time and the need for regular contact, candor and a personal relationship become very important for my clients and staff to achieve the future that they envision for themselves. I think that values and philosophical fit are critical for successful relationships.
Your goals and expectations anchor our relationship – My job is to listen, understand, and work with you to create strategies to help you achieve them.
Planning to achieve goals is critical. These goals often focus on building net worth, implementing tax efficient strategies, protecting what matters and leaving a legacy.
In creating and maintaining a thoughtful risk adjusted asset allocation strategy that meets both your return expectations and your tolerance for risk. I believe in a value approach to investing with a focus on well managed dividend paying investments.
We live in a complex world. Consulting my extensive network of external and TD specialists will provide my clients with the best advice.
Transparency, integrity and open communication will form the basis of a great long term relationship.
Sharing values is important. I value: Family, Integrity, Health, Achievement and Leadership
On the personal side, I am married to a teacher, have two teenage children and a rescue dog named Ginger who always finds time for a warm greeting. I coach soccer in South Surrey and am currently training for the 250Km Ride to Conquer Cancer.
It gives me great personal gratification to help people both at and outside of work. I consider myself extremely fortunate to work with an inspiring staff in the Richmond office and with families that I care about and that value our relationship. I welcome your call.
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
Simon Fraser University - BBA, CFP, CIWM, FCSI
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.