Toll Free: +1 (800) 340-9909
Fax: (604) 525-7932
Previously employed with a major Canadian chartered bank for over twenty-five years in senior management positions, I bring my years of financial service and investment experience to assist my clients in achieving their financial goals and objectives. During my tenure with the bank, I received my Associate designation with the Institute of Canadian Bankers and was a gold medalist in this program.
My background, education and training allow me to offer a full range of services and products including equities, mutual funds, fixed income investments, retirement and estate services, RRSPs, individualized portfolio planning insurance products and the building of wealth over the long term.
My specific interests are in portfolio tax efficiency, wealth succession planning, capital preservation and philanthropy.
As a long-time resident of the Lower Mainland, I'm involved in numerous community and civic organizations; I am currently a member of the Douglas College Foundation Board, Canada Company and an Honourary Member of the Royal City Rotary Club . I have been a Governor of Douglas College, with a period spent as Finance Chair.
My ideal client profile includes those with investment assets of $100,000 or more and a realistic expectation of risk and return. My clients include business owners, doctors, lawyers, professionals, retirees and corporations.