I left the UK at 18 ambitious to experience more. Living in New Zealand, Australia, South Africa, Canada and The Bahamas. During this time I worked from: The Remarkable Mountains in New Zealand, to 3 Michelin star Gordon Ramsay restaurant (London), to Private Chef in a $40,000,000 property (Bahamas) cooking for celebrities. At this time I wanted to open a restaurant, so I returned to Business School to earn a Bachelor In Finance & Accounting (Summa Cum Laude). Early in my first year I was lucky enough to have a case study on a genius known as Warren Buffet. After applying my spare time to study copious amounts of investing books, I decided to invest myself. By the end of my 4th year and with the help of the market I had made enough capital gains and dividends to cover the course fees.
Why does any of this matter? Well, I like to run my office with an empathy and humor established by real world experience.
Along my journey I have met many different people from total poverty in South Africa to unimaginable wealth in the Bahamas. There have been highs and lows. It is this understanding that allows me to manage your money and relate to the way you actually feel.
The objective for me as an Advisor is not picking 'Hot Stocks', but, understanding why you're investing? Once I understand where you came from and where your going, we can then partner together throughout your life to achieve these goals.
I'm a Certified Financial Analyst level 1, B-COM Finance & Accounting, Conduct & Practices Handbook, Canadian Securities Course and Life license Qualification. I have a track record of success investing money since 2015. Now taking courses to achieve the CFP.
My partner in crime and beautiful wife is from the Island, however, it was a joint decision to put permanent roots here. Fundamentally the question was, where do we want to raise our little boy Hendrix? It was an easy decision: skiing, lakes, oceans and hiking.
Call me today and share your unique goals.
Office Address4085 Shelbourne St.
Victoria, BC V8N 5Y1
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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