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 team consists of Kathleen
Mills and Kiana Farokhi. Kathy oversees the administration of
accounts, and I am grateful to be able to work with such an
experienced administrator. Kiana has now been with us for two years
after coming over from a competing firm. She is eager to learn and
is taking her options course at present. Kiana takes care of the
always evolving client documentation requirements. Both Kathy and
Kiana have their securities 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.