We are a team of financial professionals deeply committed to delivering exceptional client services and financial solutions for our clients.
I grew up on the outskirts of Vancouver with two entrepreneur parents. I was fortunate enough to witness them start, develop and manage successful businesses from the ground up. With their busy schedules, they never planned for their retirement goals nor had proper succession plans to sell their businesses when the time came. Watching this unfold, I realized how important it is to have a financial plan and proper advice.
Many of the qualities I have today stem from the years of dedication to playing competitive hockey at an elite level. I earned my business degree while playing for the men’s varsity hockey team at Mount Royal University. During that time I developed skills in leadership, commitment, and communication which are directly transferable to my clients today. Upon graduation, I never stopped advancing his education. With my growing passion for finance I pursued the Chartered Investment Manager designation from the Canadian Securities Institute, which is the industry standard for discretionary investment and portfolio management services, making me qualified to evaluate and manage all aspects of a clients investment portfolio.
When not at the office, you can find me enjoying the outdoors with my wife and dog. I still enjoy competitiveness in sport, playing hockey recreationally, golfing in the summer and skiing during the winter.