I grew up in the small mountain community of Ryder Lake, B.C. and learned the value of hard work at a young age. My first job was feeding pigs and splitting firewood before school. My active, outdoor lifestyle developed into an athletic scholarship at Truro College in Cornwall, England.

In 2011, I moved to Victoria, B.C. to play on Canada's national rugby team. At the same time, I became a self-taught entrepreneur, which made me aware of the value of financial guidance for business owners. This inspired me to sell my company and pursue my passion to help others define and plan for their unique financial goals.

I believe people hire services that are specific to what they need, business owners deserve the same option. Having built and sold a business, I can relate to the challenges business owners confront, especially when it comes to their financial strategies and succession planning needs. That is why our office is dedicated to serving business owners including contractors, farmers and viticulturists, medical professionals, attorneys, accountants, realtors and other incorporated professionals.

We specialize in:

Planning for and living in retirement
Risk assessment such as insurance
Employee services such as Group RRSPs and Deferred Profit Sharing
Business succession and transition planning
Cash and credit solutions

If you have any questions don’t hesitate to reach out. I'd love to connect, learn more about you and your goals and how I could help you achieve them.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Business Owner Considerations
  • Business Retirement Plans

My Personal Interests

  • Gardening
  • Home Improvement
  • Archery
  • Art Museums
  • Chess

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 Closed
Sun Closed

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