Manage, build, and preserve your wealth in the Comox Valley

I am a firm believer that caring for your long-term financial well-being involves a partnership that requires transparency, trust, and diligence to detail. Together, we will create a strategic, comprehensive and customized investment and retirement plan that draws on the extensive resources and latest technology I have access to at RBC Dominion Securities.

 

How I can help you plan your financial future

 

Book a Free Discovery Meeting

Explore your current financial situation and look for missed opportunities to ensure you’re on track for a successful retirement.
Learn More

 

My Guiding Principles

In our relationship, YOU drive the approach to investing. Find out more about my investment philosophy and process.
Learn More
 

Comprehensive Services

Whether it's planning a comfortable retirement, learning about tax strategies, or a complimentary second opinion, I can help.
Learn More

 

Knowledge and Experience

I have more than 18 years as an Investment Advisor helping retirees, pre-retirees, business owners, busy executives, and philanthropists.
Learn More
 

 

The Family Inventory Guidebook

The most helpful tool your Executor or Power of Attorney will want from you! Download now .

Charitable Gift Program

Learn how to build a lasting legacy for you and your family.

Explore the benefits of starting your custom Charitable Gift Program to get tax benefits today and in the future.

Read more on Philanthropy

Subscribe to our mailing list

*Required fields

GIC Rates

Click here for the latest GIC rates in pdf format

There are no events to show

Estate Planning in a Digital Age

Sep 10, 2020 10:00 AM - 11:00 AM Mountain Daylight Time
Location To Be Determined

Lara Austin is bringing the Comox Valley Professional Community together to learn how the digital revolution has altered estate planning.

Please join us for a Virtual Webex Event ......Read More


Socially Responsible Investing

Sep 09, 2020 11:00 AM - 12:00 PM Mountain Daylight Time
Location To Be Determined

You have heard the term but what does it mean?

Please join Lara Austin's Virtual Webex Event to hear RBC Global Asset Management's (GAM)'s John Nowak, District Vice-President for a presentation on environmental, social, governance (ESG) and socially responsible investing (SRI). In this session you will ....Read More


Estate Planning in the Digital Age

Jun 18, 2020 10:00 AM - 11:00 AM Pacific Daylight Time
Location To Be Determined

A complementary seminar on how the digital revolution has altered estate planning

By Virtual Webex Meeting  - Click here for more details


Minding Money Coffee Club

Dec 09, 2019 02:30 PM - Dec 09, 2019 04:00 PM Pacific Standard Time
Rhodo's Coffee & Bistro 103 - 364 8th Street Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories.

DECEMBER 9th  TOPIC -TFSA's - WHAT ARE THE POSSIBILITIES?

 


Minding Money Coffee Club

Nov 18, 2019 02:30 PM - Nov 18, 2019 04:00 PM Pacific Standard Time
Rhodo's Coffee & Bistro 103-364 8th Street Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories.

NOVEMBER 18TH TOPIC - RE-ORGANIZING FINANCES IN WAKE OF DEATH OR DIVORCE

Read More


Minding Money Coffee Club

Nov 12, 2019 02:30 PM - Nov 12, 2019 04:00 PM Pacific Standard Time
Rhodo's Cofee & Bistro 103- 364 8th Street Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories.

NOVEMBER 12TH TOPIC - DEBT - MORTGAGES, LOC AND INVESTMENT PROPERTIES

Read More 


The Role of an Executor and Power of Attorney

Oct 23, 2019 02:00 PM - 03:30 PM Pacific Daylight Time
Old House Hotel & Spa - Hornby Room 1730 Riverside Lane Courtenay, BC

Join us and learn crucial information about the duties, obligations and strategies that will help guide you through the estate planning process.

Read More


Minding Money Coffee Club

Oct 21, 2019 02:30 PM - 04:00 PM Pacific Daylight Time
Rhodo's Coffee & Bistro 103 - 364 8th Street Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories.

OCTOBER 21st TOPIC - EXECUTOR STORIES - HAVE YOU ACTED AS EXECUTOR OR POA? 

Read More


Have questions about what is happening south of the boarder?

Oct 10, 2019 09:00 AM - 10:30 AM Pacific Daylight Time
Best Western - Comox Room 1590 Cliffe Ave Courtenay, BC

CLIENT ONLY EVENT

Join us for a complimentary breakfast presentation with Brad Willock to learn what long term investors are doing in response to current economic and political changes for U.S. equities.

Read More


Minding Money Club

Oct 07, 2019 02:30 PM - 04:00 PM Pacific Daylight Time
Rhodo's Coffee & Bistro 103 - 364 8th Street Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories.

OCTOBER 7th TOPIC - LOW RATES ON GIC's. WHAT TO DO?

Read More

 


Minding Money Coffee Club

Sep 30, 2019 02:30 PM - 04:00 PM Pacific Daylight Time
Rhodo's Bistro 364 8th Street, Suite 103 Courtenay, BC

Manage, Build, Preserve your Wealth

This drop in club is an opportunity to discuss financial topics with like-minded people - share ideas and stories. 

SEPTEMBER 30th TOPIC - INVESTING AND TAX STRATEGIES

Read More