My team and I provide comprehensive wealth management services. We work with an experienced group of individuals that provide expertise in many areas, and together are focused on providing you with the highest level of service and most customized experience available.
I believe that most Canadian investors are overcharged, underserviced and ill advised. When we start a relationship with a client, they receive 3 vitally important documents:
1. An Investment Policy Statement that clearly outlines your risk tolerance, time horizon, performance expectations and asset allocation strategy.
2. A Financial Plan that maps out what it will take for you to achieve your financial goals.
3. A Service Plan that indicates how often you will hear from me and my team to review your portfolio and the state of the fixed income and equity markets.
I have 15 years of industry experience. The last 11 years have been spent at Dominion Securities. The previous 4 were with a competitor. I was born and raised in Vancouver. My education background is a Bachelor of Arts in Psychology from the University of Victoria and completion of the Financial Management / Financial Planning program at BCIT. I have been married to DJ for 13 years and have a 8 year old son named Dawson.