I grew up outside Vancouver with two entrepreneur parents. I was fortunate 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 a proper succession plan to sell their business when the time came. Watching this unfold I realized how important it is to implement a Total Wealth Plan.
My team and I provide the highest level of Total Wealth Planning for Canadian families and businesses. We design personal financial strategies to address all aspects of our clients’ financial lives. I believe in goals-based investing and evaluating returns in the context of risk. Whatever the goals, I take time to understand what the client wants to accomplish with their wealth. My team is here to successfully guide clients through tough decisions and keep your financial growth on an upward trajectory.
Many of the qualities I have today stem from the years of dedication to playing competitive hockey at an elite level. Earning my business degree while playing university hockey, I developed leadership, commitment, and communication skills, which are directly transferable to my clients. When not at the office, you can find me enjoying the outdoors with my fiancé and golden retriever. I still enjoy the competitiveness in sport, playing hockey recreationally, golfing in the summer and skiing during the winter.