With thirteen years of experience, Dustin provides a tremendous amount of investment and financial planning advice to his clients. He builds long-term client relationships based on trust, expertise, and service.
After graduating from the University of British Columbia with a Master of Arts in 2002, Dustin enhanced his knowledge by completing numerous industry courses and obtaining multiple professional designations. Dustin is proud to be recognized with the prestigious Fellow of the Canadian Securities Institute (FCSI) and the Chartered Strategic Wealth Professional (CSWP) designation; only an elite group of professionals meet the advanced education, experience and ethics requirements. In addition, Dustin earned the Financial Management Advisor (FMA) financial planning designation, giving him the knowledge and skill to handle complex wealth management issues. He also achieved the Canadian Investment Manager (CIM) designation, providing him with the expertise to provide portfolio management services to institutions and high net-worth clients. To offer his clients more investment choices, Dustin also holds an options and insurance license, as well as a Certificate in Advanced Investment Advice from the Canadian Securities Institute. Dustin lives in Surrey with his wife Elizabeth, daughter Isabel, son Alexander, and their rescue dog Owen.