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Senior Portfolio Manager
I am committed to acting in the best interests of my clients and offering the highest standard of expertise and experience that my clients have come to value over the years. As a part of my process I build partnerships with my clients by providing a full range of financial solutions tailored to suit their specific financial goals and objectives.
Trust is the foundation of client relationships and it has to be earned. I will take the time to get to know you and your unique financial situation, and will help you understand your existing holdings.
Learn more about our team. Or call me at (250) 356-4824.
I work with individuals, families, small business owners and corporations to assist with wealth preservation, wealth transfer and philanthropic goals to ensure their wealth is maximized for today and for future generations.
Wealth management extends beyond investment advice and money management. It helps you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Using this approach I will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.
The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
