Senior Wealth Advisor
Financial success doesn’t just happen. It requires planning. Investment strategies are well executed plans that bring clients the success they are striving for within the realm of excellence. That plan for success includes an wealth advisor. That is where I can help.
I attended the University of Victoria obtaining my Bachelor of Commerce degree and also hold the Certified Financial Planner (CFP) designation as well as a Level II Insurance License. My experience includes working with two major financial institutions in their Wealth Management departments, focusing on investment and financial planning. Since 1996 I have been providing professional service to clients covering all their financial needs. I help clients invest for success. I help my clients secure their individual plans or business ventures by utilizing proven techniques that help them wisely invest in their financial future.
My practice serves the needs of a diverse group of clients, including professionals, small business owners, families and high net-worth individuals.
I am currently an assistant coach with the Kelowna Ski Team (Big White Racers). I enjoy skiing, golf and ice hockey and was a member of the Canadian Alpine Ski team and competed on both the Europa Cup and World Cup Downhill circuit.