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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.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.
The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.
