My first goal is to develop client relationships. By understanding the unique situations of each of my clients, I am able to find investment strategies which are suited to their life style, both now and in the future. My clients should always be educated on their current investments as well as possible opportunities for the future. Of course my client relationships work both ways, just as I keep them up to date on the increasingly complex investment world, I want my clients to keep me informed on their future goals and aspirations.
My approach is simple; I'm focused on long-term growth while putting a premium on maintaining current capital. I do this by investing in strong dividend paying corporations.
With more than 28 years of experience in the financial industry, I advise clients on a wide range of investment products and strategies. I was born and raised here in Victoria. I volunteer on the Board of the Victoria Eldercare Society and I am a Rotarian. I enjoy competitive outrigger canoeing, hiking, sailing and golfing in my spare time.
I provide clients at all stages of their lives with financial advice and strategies. Whether you're just beginning to accumulate wealth, trying to achieve financial comfort, planning for retirement or already in retirement I would like to work with you to try to achieve your goals. It is important for me to develop long-term relationships with my clients because the more I know about you, the better equipped I am to help guide you through each financial stage. If you're interested in seeing if I'm the right fit for you, or if you just want to pick my brain, feel free to call and set up a meeting. I'd be happy to meet with you and discuss your future.
1175 Douglas Street,Suite 1000
Victoria, British Columbia V8W 2E1
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