Trusted financial advice, high quality investment solutions and a commitment to service; those are the three pillars of my investment practice. I am devoted to helping people make informed decisions about their finances, find solutions that work for them, and helping them navigate so they reach their financial destinations. Each individual, family or business has circumstances that are specific to them. Regardless of your situation, I can help. I welcome you to learn more about my approach and practice.
I spent eight years with another financial services firm before moving my practice to Raymond James in 2009. I chose to be part of Raymond James for two reasons: I like its independent approach with individual solutions for investors and that it is consistently ranked as one of the top full service brokerage firms.
My role as a Financial Advisor goes beyond investment management. I can provide advice in the area of insurance protection. Financial management is about creating, enhancing and protecting your wealth throughout your lifetime. It involves an assessment of your current financial situation, recognizing both short- and long-term objectives. Once done, I will develop a customized strategy which will drive every investment decision we make. As changes occur in your financial circumstances and the markets, we will review and modify your plan as required.
In order to provide advice specific to you, we need to take time to get to know you. In our introductory meeting, we will spend time reviewing what's most important to you and your family. Through your answers to questions, we determine the resources required to realize your goals and objectives.
Time is taken to assess your current financial circumstances in light of your objectives. The final step is for us to develop a customized strategy to ensure what we do today is in-line with what you want for tomorrow.
Please contact my office to schedule a meeting at your convenience.
1255C Cliffe Ave
Courtenay, British Columbia, Canada V9N 2K3
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