Experience

My career in financial services began here at ScotiaMcLeod in 1991. Now with over 18 years industry experience and with a strong background in Strategic Wealth Planning, I offer guidance on a wide array of financial and retirement planning and investment matters as well as oversee the construction and ongoing management of tailored investment portfolios.

Commitment to learning

In addition to holding both securities and insurance (Life Underwriter) licenses, I am also a Certified Financial Planner (CFP) licensee and holder of the Chartered Professional - Strategic Wealth (ChP) designation; the industry's highest standard for advanced wealth planning techniques and an accreditation attained by less than 1% of Canada’s most experienced investment professionals.

Accolades

In recent years, I have been honoured by my peers and am a recipient of the Fellow of the Canadian Securities Institute (FCSI) accreditation; reserved for industry professionals who maintain a commitment to continued education and who demonstrate the highest standards for professionalism and ethical conduct.

Commitment

A planner first, I believe that only by having a keen understanding of your current situation and goals ahead, can relevant financial solutions be offered. Moreover I believe a pro-active approach toward planning initiatives and on-going investment management is necessary to ensure that chosen strategies remain aligned with your objectives and that they reflect changes in circumstances as your situation evolves.

My Clients

As a specialist in life-stage and retirement planning, I advise entrepreneurs and other business professionals and educators, retirees and their families on a wide variety of financial needs. As above, I endeavour to provide an integrated Wealth Planning experience based upon first having a comprehensive understanding of needs and objectives; whether they be life goals or business-focussed. Though many of my clients are busy professionals and often delegative, I insist on open, frank and regular communications to ensure objectives always remain in focus.

Community

Though raised in BC’s interior, my wife Kim and I have called Vancouver home since 1990. As long-time North Shore residents, we take great pride in our community and endeavour to pursue all that our great city and the famed West-Coast lifestyle has to offer...