Hi! So glad you are here. A journey is always more enjoyable when someone is there walking with you and helping to guide you in reaching your destination. Your financial journey is one course that we will walk together. It all starts with you, your purpose and your goals.

Let's talk about your goals.

What do you want to achieve? How much, how soon, and for how long do you want to sustain what you have achieved? Is there someone in life you really care about? Have you ever thought what kind of legacy do you want to leave to your family or to the community you care about? Have you achieved your dreams and aspirations for the future?

Those are the type of important questions we talk about. Once you have thought about what you want and desire in your life we will document your goals. We use a well-established 5-step process to help you personalize your strategies to help you reach those goals. We partner with you for life to watch you, assist you, coach you, and empower you to make the right decisions – the ones to keep you on track. That's how we will walk your financial journey together.

To begin your journey please email me at [email protected] or by phone at 604-263-8508. We look forward to taking those first steps with you.

My Personal Interests

  • Fishing
  • Hiking
  • Art & Theater
  • Reading
  • Canoeing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat Closed
Sun Closed

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.

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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