"Commitment to help you navigate today's markets with confidence"

Throughout my years working within the financial industry I have had the privilege to meet and work with so many wonderful people across western Canada.  When I reflect upon the knowledge and experience that I have gained over the years. I find that many people are simply looking for guidance, education, and support regarding their financial affairs.  This is why I decided to become an investment advisor because I believe I can make a difference and help people who may be in need of support.   

Service Philosophy

The relationships we build are based on the highest standards of ethical behavior, competence, and respect.  My goal is to build long lasting honest relationships through personalized service and open communication. 

I work as part of a team of seven who together have over 100 years of investment and financial experience.  I believe working as a team is important because it helps me deliver the guidance support, and service our clients deserve. 

True Value: What sets us apart

I listen to your needs and develop solutions that work for you.  I strive to better understand your unique goals so we can work together to achieve your financial aspirations.  I dedicate time and work closely with you to develop a diversified investment plan to meet your return expectations.  I explain important information in simple terms that you can understand so you can feel comfortable about the financial aspects of your life.  I care about my clients and want to help you succeed. 

We offer a dedicated team of investment professionals supported by an industry leading firm who can provide a complete offering of financial solutions to meet your needs. 

Service Offer

  • Investment management
  • Financial planning
  • Research
  • Business succession
  • Retirement planning
  • Risk management
  • Tax planning
  • Insurance
  • Education
  • Interest rate discussion
  • Estate planning
  • Pension & benefit consulting
  • Second opinion service
  • Foreign currency transactions

Getting Started

To begin we believe it is important to commit time so we can understand you.  Let's start with a conversation.