Whether you're planning for retirement, saving for university for children or grandchildren, or protecting the financial future of the ones you care for the most, I partner with my clients to address specific needs. My clients are individual investors, retirees, professionals, and business owners.

I have an established process that enables me to build personalized strategies to help you achieve your goals. I want to understand what's important to you and partner together to help keep you on track.

Our office is run by Branch Office Administrator, Tristen Chew. We work closely together and our goal is to provide the highest level of service to our clients.

When not in the office I enjoy spending time with my wife, Jen, daughter, Emma, and son, Andrew. I enjoy golfing, fishing and being part of my church community.

I am grateful to the families who we partner with and look forward to meeting similar people who we can serve.

My Personal Interests

  • Community Outreach
  • Fishing
  • Golfing
  • Spending Time with Family
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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