At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We built our business by treating our clients as we want to be treated. A simple idea that still makes sense in today’s complex marketplace.

My ideal clients are those who want to thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending a child to post-secondary school, or estate considerations. Together, we can create tailored solutions to address your various needs.

I work closely with:
- Individuals who are serious about developing a workable financial strategy whether just beginning to save for retirement, recently retired, or interested in estate considerations.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
- High net worth clients looking for tax sensitive solutions.

When we work together, I start every conversation by listening to ensure I understand what is most important to you. I partner with my clients in a way that is approachable and open for them to express themselves, ask questions, and learn.

While I am new to Powell River, my career in the financial services industry spans more than 18 years. I am committed to bringing those years of experience to good use to serve our clients.

When away from work, you will find me taking in the local sights and offerings. We may cross paths on one of the myriad trails or perhaps you may witness me surveying the best views via motorcycle. My wife Joahnna and I are proud to have raised two wonderful children who are both currently pursuing their passions at University.

I'm inspired every single day by the people I'm fortunate to work with and meet. My branch office administrator, Jenny Allen-Taves, and I strive to provide the most ideal client experience that we can. We are so privileged to be able to serve the Powell River and greater Sunshine Coast communities.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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