CFP®, CIM®, FCSI®, FMA®
Senior Wealth Advisor
Visit our advisory group website to learn more about our team and approach:
Born and raised on Vancouver Island, I bring more than 27 years of investment advisory experience helping individuals and families gain clarity, confidence, and control over their financial future.
Whether you’re building long-term wealth, preparing to navigate your retirement income years, preserving the assets you’ve worked hard to build, or simply looking to reduce financial stress, I believe every successful financial plan starts with listening. Your goals, values, and priorities shape every recommendation I make.
I’m passionate about making complex financial matters approachable and understandable. No jargon. No pressure. Just honest conversations and personalized strategies designed around your unique situation. My goal is to help you build lasting financial security so you can enjoy life today while feeling confident about the future.
My approach is simple: treat every client like family. I’m here to celebrate your successes, help you navigate life’s challenges, and serve as a trusted partner for the long term.
Outside the office, I enjoy everything the West Coast lifestyle has to offer—golfing, hockey, fishing, and spending quality time with my family. Those moments are a constant reminder of why I do what I do: helping people create the financial freedom to enjoy life on their own terms and experience the retirement they’ve worked so hard to achieve.
I look forward to walking this journey with you.