B.Comm., FMA, FCSImore
Toll Free: +1 (800) 563-8281
Fax: (250) 753-5486
With 20 years of experience, I bring a comprehensive approach to building a financial plan supported by in depth personal service. In today's high-tech world, where generalities and automated systems rule, I focus on personal service; getting to know my client's needs, their ambitions, and ultimate goals.
I am a long-time active resident of the Qualicum Beach area. Throughout my childhood I always enjoyed the coastal community, and yet not until I attended the University of Calgary did I realize how much I loved it. That is when I decided I would like nothing more than to return to Vancouver Island and assist people with reaching their financial goals.
In 2005, I received the Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry. The designation is awarded for advanced education, and must have endorsements from peers and superiors.*
* From the FSCI website www.fcsi.ca