BA, FMA®, FCSI®, CFP®
Conseiller en gestion de patrimoine principal
Visit our advisory group website to learn more about our team and approach:
With a career spanning parts of four decades, I’ve had the privilege of engaging in meaningful conversations with clients about their life and financial goals.
Serving clients in both Nanaimo and Parksville, I provide financial planning services, portfolio management, retirement income solutions, and estate planning strategies to professionals, small business owners, and retirees throughout the region.
I’m passionate about helping people achieve their goals and believe in offering transparent, fee-based solutions. I have access to third-party asset managers to assist in building high-quality portfolios, and for many clients, this may include investing in individual securities.
My 30+ year career in Nanaimo reflects my deep commitment to this community—I grew up here, my parents still live here, and my daughters were born and raised here as well. I truly love this island!
Outside of the office, my wife, Kelly, and I are avid volunteers, donating our time and resources to youth sports and charitable causes in the community.
I also play golf, soccer, and hockey, and enjoy skiing—and I love the Vancouver Canucks!