Norman provides personalized, professional wealth management, so you and your family can focus on what’s most important to you. He takes the time to understand your changing financial needs, whether you want to protect your family’s security, achieve or maintain a desired lifestyle, enjoy a comfortable retirement or preserve your wealth for future generations.
Norman has over 20 years of experience in financial services, ranging from financial planning and commercial lending to branch management. He has also had the pleasure of working at many nationwide corporations and managing several small businesses here in B.C., and he draws on this experience every day. Norman has worked his way up in every organization he’s been a part of through hard work, integrity and building strong client relationships based on trust and care.
Norman holds a Bachelors of Commerce degree in finance, the Personal Financial Planner designation, and the Retirement Strategist and Estate and Trust Strategies certificates. He has also completed several industry courses such as the Canadian Securities Course, Conduct and Practices Handbook Course, Wealth Management Essentials Course and Branch Compliance Officer’s Course.
Norman and his wife live in Kamloops with their two children. They enjoy exploring all Kamloops has to offer, and spending time outdoors any chance they get. Norman also enjoys snowboarding, down-hill biking and hockey.