Craig is one of the founding members of Plena Wealth Advisors. Over the years the team has successfully built a wealth advisory practice, which has allowed them to move to the top echelons of financial advisory teams within Raymond James Ltd. Craig believes that a disciplined investment philosophy is a fundamental component of a client's financial success. His approach is based on a longer-term assessment of clients' objectives and goals, with an unyielding focus on risk management.
Craig is responsible for construction of client portfolios and is driven to uncover "best-in-class" investment solutions. He is dedicated to assisting clients in achieving their financial goals, while always acting with integrity and putting the needs of clients first. Craig was honoured to be nominated for the IIAC's Top 40 Under 40 award in 2017. It recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to Canada's investment/financial industry.
Craig leads an active lifestyle, taking in many of the enjoyments British Columbia offers with his wife and two young children.