Branch Manager, Investment Advisor
Toll Free: +1 (800) 563-8281
Fax: (250) 753-5486
For the past 16 years, I have been a trusted Investment Advisor to affluent clients, whether individuals, corporations or charitable organizations.
I focus on assisting my clients to identify their ultimate financial and life goals, while developing the appropriate planning and investment strategies to help them realize that vision for the future.
I have earned the Financial Management Advisor (FMA) designation, as well as being recognized as a Fellow of the Canadian Securities Institute (FCSI) in 2003. The FCSI designation is one of the most respected in the financial services industry, awarded to professionals who achieve a high level of knowledge and experience, coupled with the highest ethical standards.