Successful investment and financial planning starts with a game plan. Each investor has unique needs and financial goals; my commitment to you is to provide trustworthy and honest advice. I consider all relevant aspects of your financial situation and build your portfolio for upside potential and downside protection in today's markets.
I take pride in building strong lasting relationships with my clients. During our initial meeting, we will define your personal and financial goals, needs and priorities. Once a decision is made and implemented, regular monitoring and meetings will help tackle life's unpredictable events and will help keep you on your path to financial security.
Our wealth management team provides the following expertise:
I chose Raymond James because it shares my philosophy and strong commitment to client satisfaction and appreciation. The firm has consistently been in the tip tier among full service brokerage firms in Canada.
The Comox Valley has been my home for the last 30 years. My wife Shannon and I are proud to raise our two children here and be part of an amazing community. I welcome the opportunity to help you reach your financial goals.
1255C Cliffe Ave
Courtenay, British Columbia, Canada V9N 2K3
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