As an Edward Jones financial advisor, I have a deep appreciation and understanding of the importance of building relationships with my clients. I truly value having the opportunity to listen to my clients’ specific needs and dreams, helping them reach financial security and their goals sooner through a personalized approach.
I offer professional advice using an established process to create complex financial strategies that adhere to my client’s comfort levels, needs and time horizons. Ensuring that individuals and families have adequate financial protection, I take great pride in providing solutions that are flexible in case unexpected events may arise.
My passion is to create financial freedom and well-being for my clients, by utilizing the skills and knowledge I have gained over my 10 years of industry experience.
With a comprehensive understanding of each client’s unique circumstances and outlook, I am able to provide sound solutions which can be quickly implemented to help move my clients towards their objectives.
Holding the designations of Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), I offer a wide range of support and services, including investment strategies, retirement strategies and estate planning.
Let’s work together to help you reach your financial goals!
My Personal Interests
- Spending Time with Family
Office Address2783 Arbutus St.
Vancouver, BC V6J 3Y5 opens in a new window