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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The Family Inventory Guidebook

The most helpful tool your Executor or Power of Attorney will want from you! Download now .

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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RBC Meet and Greet Event for Business Owners

Nov 23, 2023 11:30 AM Pacific Standard Time - Nov 23, 2023 06:00 PM Pacific Standard Time
399 Clubhouse Dr Courtenay, BC

Join us for this exclusive meet and greet event designed to offer business owners and operators in central Vancouver Island immediate access to RBC specialists who can help grow and
protect your business. With this special format, you’ll have a chance to meet one-on-one with seven experts, ask questions, get information, and opt for follow up – all within 30 minutes, as we know your time is valuable.
Pre-registration bonus:
Pre-registration is recommended but not required. Business owners or representatives who pre-register and then “sign in” will have their names added to a draw for a $200 Kingfisher Gift Certificate.

 

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Podcasts that provide insights from RBC economists and market experts on events unfolding around the world

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