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 25 years as an Investment Advisor helping retirees, pre-retirees, business owners, busy executives, and philanthropists.
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Client Reporting Tax Guide

With tax reporting season here, take advantage of the following resources and best practices to help you prepare!

2024 Handy Financial Planning Facts

  • TFSA and RRSP limits
  • OAS and CPP info and contacts
  • Tax information and more!


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

GIC Rates

Click here for the latest GIC rates in pdf format

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