It is vitally important to me to develop relationships with others and participate in a meaningful way. At one point, years ago, I was strongly considering a career in International development where I worked to reduce poverty and increase vitality in developing countries. When I met my wife, I decided to put roots down in Maple Ridge, helping Canadians achieve their financial goals.
People often say that they can live without money. They define money as a tool that enhances their life. However, in real life money is a very important matter. I work with clients to build a solid financial strategy and partner with them to manage their money throughout their life – this is the foundation of what I do. I am also active in my community where I teach stewardship and the importance of building a holistic financial strategy rather than focusing on investments alone. People need to know where they stand so that they can be empowered to do something about it and build a solid future.
My team of branch office administrators, Linda and Maria, are truly passionate about serving our clients. They go the extra mile in terms of service and get deep satisfaction helping people achieve clarity.
My wife, Rebecca, and I have two Havanese-mixed dogs and thoroughly enjoy pack time! Rebecca is an elementary school teacher with a passion for teaching children to read. We enjoy traveling together and jamming in our basement – me on drums and Rebecca on guitar and vocals.
We are excited to get to know you and see how we can partner together.