Unbeknownst to me, my finance career started when I was working part-time as a barista for a well known coffee company during my university years. In the early days my manager informed me, "You have access to stock options if you want them. Take my advice enroll for the options".

I educated myself then enrolled, saving as much of my wages as possible to have it matched by my employer. Thanks to her advice (and the coffee gig) that stock was eventually sold and I left school with very little debt.

There I was, music degree in hand (yes, music) looking for work in the field. In other words, I had another full time job doing something else to finance my venture. Happily, I worked full time in charitable giving for a large foundation in Vancouver. There I learned more about planning for the future and how people grow, and eventually give, financial assets away to benefit others.

The music career just didn't pan out, but the interesting part was that I really enjoyed investing, planning, and helping people and I wanted to make a career of it. So I did.

Our office is centrally located in the heart of Sidney, and my branch team includes an extraordinary branch office administrator, Roberta Dalziel, who runs the office and keeps everything organized.

We serve our clients using an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I enjoy educating clients and helping them make smart decisions.

Outside of the office my spouse, Ryan, and I enjoy travel, local craft beer and tending to a growing garden patch of veggies in the summer months.

Roberta has two grown children, enjoys the outdoors and cooking for friends and family.

We look forward to welcoming you to our branch.

My Personal Interests

  • Cooking
  • Hiking
  • Volunteering
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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