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.
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My Guiding Principles

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

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

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

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GIC Rates

Click here for the latest GIC rates in pdf format