A certification of skill – a commitment to serve

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.

When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And I will be there to help you each step of the way in the pursuit of your financial goals.

Due to the BC wildfires situation, the Raymond James Williams Lake office has been evacuated, but Mike and Linda are still available by phone and email. We will update this message and our phone system messaging as the situation changes. Thank you for your understanding and patience.