I was raised in a family of farmers that struggled financially; my mission to help my family in my early life quickly evolved into a career where I am truly making a difference in my clients’ lives. To me, wealth encompasses more than just monetary assets. It means supporting my clients with absolutely every component of their financial life.
With over two decades of experience, I am well-versed in navigating wealthy families and business owners through various stages of life, and act as a single point-of-contact who understands and oversees every moving part of my clients’ finances. With the support of my team, partners, and RBC resources, I can lift all investment and wealth management duties off of my clients’ shoulders, enabling them to focus on their own business, families, and the things that matter most to them.
I am very passionate about being an active member of our community. Philanthropy is of great importance to me and to further my community outreach I have created my own foundation called ‘A Canadian Hand’ that will support multiple initiatives.
I take pride in building one of the most highly regarded teams at RBC Dominion Securities. Some of my other accomplishments include:
- Dominion Securities Advisory Board Member
- Board Chair of Surrey Hospitals Foundation
- Board member of Insurance Council of B.C.
- Director of RBC Dominion Securities
- Certified International Wealth Manager (CIWM) and program ambassador
- Certified Financial Planner (CFP)
- Fellow of the Canadian Securities Institute (FSCI)
- Business in Vancouver’s Forty Under 40 nominee
- Five Star Wealth Manager award recipient
- “Best of B.C.” by RBC award recipient
I reside in South Surrey with my wife and two daughters. Outside the office, I am an avid reader and love compiling all my learnings into the HD Insight emails. I also enjoy traveling with my family, the outdoors, and golfing.
