My clients are individuals, families, and business owners throughout British Columbia and Alberta. Whether you are an established investor or a young saver committed to building your wealth through regular contributions, I can help you achieve your goals.
I specialize in conservative equity and fixed-income portfolios that are tailored to your specific needs for growth, capital preservation, or income. I believe in a comprehensive approach to wealth management that encompasses your whole financial picture.
I put my knowledge and experience to work for you to:
If you are interested in becoming a client, please give me a call at 250-953-8417 or send me an email at firstname.lastname@example.org. I look forward to hearing from you!