My Branch Office Administrator, Hardip Alang, and I partner with business owners, professionals, and families in the White Rock and surrounding area who are committed to reaching their financial goals. Our established 5-step process offers strategies to save for and provide rising income in retirement, saving for education costs, risk assessment, pensions, and tax and estate considerations.

My passion for investing began at an early age in 1990 when I was given one share of a dividend paying public company. The power of compounding interest and exponential growth eventually caught my attention and led me down a path of education in Financial Management and a career in Financial Strategies. I enjoy sharing and applying this knowledge to clients to help them achieve their financial goals.

I have been a Chartered Financial Analyst (CFA) Charterholder since 2015. Earning the CFA Charter is a highly selective process, with fewer then one in five candidates becoming a Charterholder. Holding this charter signifies a high knowledge base for investments, planning, and analysis, and a commitment to the highest ethical standards.

I am happily married to my wife BrieAnne for the last 10 years and we're proud parents of a 6 year old daughter, Harper, and 2 year old son, Hudson. Away from the office, I enjoy reading, running, cycling, and spending lots of time outdoors. Since 2014 I have been involved in ultra-running and have run mountain races of up to 50 miles, with a goal of running a 100 mile race.

Focus areas

  • Education Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Running
  • Cycling
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More