Now celebrating 25 years at National Bank Financial Wealth Management, I am entering my 34th year in the investment industry. I am in the service of a terrific group of people that are my clients, many of whom have been with me for most of those 34 years. I have a focus on portfolio management with a goal of providing clients with tax advantaged income throughout retirement years that keeps up with inflation. My learning in the business didn’t stop with a BComm. from UBC in Finance, the Chartered Investment Management (CIM® ) designation and options license - I consider myself a life-long student in the investment business. I invite you to glance at one of my quarterly basket reports that now boasts a 15year track record and illustrates my management style. I have also posted all client reviews for your reference. My immediate assistant is Kiana Farrokhi. Kiana has now been with us for four years after coming over from a competing firm. Kiana takes care of the always evolving client documentation requirements. Kiana have her security and option license to facilitate trading.
I have lived in White Rock for the last 33 years with my wife Yvonne. I enjoy Gulf Island camping in our 72 VW Westfalia and grow the best tomatoes in my neighborhood.