I grew up in Campbell River, here on Vancouver Island. After high school, I studied at universities in Canada and the US, completing a BSc in Engineering which led me to a successful fifteen-year career as a professional engineer in the energy industry, working across North America. Although I enjoyed solving engineering problems, over time, I found something was missing. I didn’t feel I was having a meaningful impact in people’s lives – as I get older this has become increasingly important to me.

So when the opportunity presented itself, I relocated back to Vancouver Island to follow my passion for investing and helping people achieve financial independence, and haven't looked back since.

My purpose now is to transition the skills I've developed as an engineer to guide my clients through their financial lives using a practical and systematic approach. My goal is to ensure my clients avoid common financial pitfalls made by unguided investors, and employ strategies that I've used to achieve my own financial security. I achieve this by utilizing a proven process to answer five simple questions:

1. Where are you today?
2. Where would you like to be?
3. Can I get you there?
4. How do I get you there?
5. How can you stay on track?

Our clients are often focused on clarity and control over their financial situation which can include planning or transitioning to retirement, living in retirement, saving for education, minimizing taxation, estate and wealth transfer strategies and business owners’ considerations. Optimized outcomes require optimized strategies, one size does not fit all.

Our branch is located in Colwood, where we operate an inviting, family focused practice. I am lucky to be supported by two truly exceptional team members, Dana Bryant and Lesley Anderson. Dana and Lesley have been with the firm for over 25 years, and are integral members of our team. Their work is paramount in creating the personalized and efficient service that our long-term clients have come to expect.

In my leisure time I enjoy quality time with my young family and the unique activities available to us on Vancouver Island. This includes snowboarding, mountain biking, hiking, scuba diving and year-round golf.

Please give us a call or send us a message through our website if you’re like to learn more about our process and how we can help you achieve your goals.

Focus areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Snowboarding
  • Scuba Diving
  • Mountain Biking
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More