Why Clients Choose Me
I have a genuine interest in the success of my clients. My professional knowledge and detailed process is balanced with compassion and understanding. Resulting are honored and trusted relationships where clients have comfort with the strategy that has been developed in joint discussion. With my inclusive approach, clients have an understanding of their complete financial situation. I am not satisfied until I have provided the ultimate level of client service.
Originally from Winnipeg, I spent the first years of my career apprenticing with some of RBC Dominion Securities most astute investment professionals in both Victoria and Vancouver. As a graduate of the University of Victoria with a degree in economics, I am continually upgrading my professional credentials to provide a superior level of service. I received the Financial Management Advisor (FMA) designation in 2007, a Life and Accident & Sickness Insurance License in 2009 and the Chartered Investment Manager (CIM) designation in 2018.
"I am passionate about what I do, and bring that value to my clients"
I welcome and appreciate your referrals. If you know someone who could benefit from my services, please do not hesitate to call me. Not only can I assist your friends and family with their investment needs, I can also recommend services available from other parts of RBC Financial Group that might make sense for them.