BA, CIM®, CFP, FCSImore
Toll Free: +1 (800) 667-6132
Fax: (604) 535-8103
I started my career in the banking industry which gave me a great foundation for wealth management. As an investment advisor, my practice is built around the premise that the path to financial independence is made smoother by making smart choices across the wealth spectrum. This includes both investment and non-investment areas, such as banking, lending, insurance, legacy fulfillment and tax-smart strategies.
I believe that a disciplined, systematic approach to investing combined with well-researched strategies that have worked over time helps protect you from emotional investment errors and biases. By avoiding big mistakes, investors gain the confidence to carry on with their investment and savings plans, which can enable them to benefit from the superior long-term returns provided by global investment markets.
"People don't care what you know until they know that you care." – Theodore Roosevelt
Personal attention is a hallmark of my team, and a priority. My commitment to this is demonstrated through a customized service plan for each client. I accomplish this by incorporating a systematic client review schedule, and marrying it with a top notch support team.