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Senior Portfolio Manager
I am committed to acting in the best interests of my clients and offering the highest standard of expertise and experience that my clients have come to value over the years. As a part of my process I build partnerships with my clients by providing a full range of financial solutions tailored to suit their specific financial goals and objectives.
Trust is the foundation of client relationships and it has to be earned. I will take the time to get to know you and your unique financial situation, and will help you understand your existing holdings.
Learn more about our team. Or call me at (250) 356-4824.
I work with individuals, families, small business owners and corporations to assist with wealth preservation, wealth transfer and philanthropic goals to ensure their wealth is maximized for today and for future generations.
Wealth management extends beyond investment advice and money management. It helps you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Using this approach I will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
