From our ongoing partnership, I learn about where you grew up and how you got here, and who are the important people in your life. We talk about what does true happiness mean to you? What's on your bucket list? How do you visualize your life in your 60s, 70s, 80s and beyond? What are your personal goals? What do investments and planning mean and do for you? What keeps you up at night? Do you have peace of mind with your current financial situation or do you want to feel more organized and in control?

Together, I will help you organize and prioritize your goals based on what's important to you, and we will develop and implement a personalized financial and investment strategy to help you achieve your goals. As your trusted advisor, I will be by your side throughout your life. Whenever you are facing major decisions throughout your lifetime, I will be on your side, and we will ensure you stay on track to achieve your goals, so you live a happy, purposeful, and fulfilled life.

I hold a Bachelor of Commerce degree in Entrepreneurship from the University of Victoria. I am also a CFP®, CIM® and CIWM professional. At Edward Jones, we use a holistic approach to help our clients achieve their short- and long-term goals based on what's most important to you and your loved ones.

To serve you, my branch office administrator Winnie Mak works closely with me along with the Edward Jones' Client Consultation Group, which consists of a team of professionals with extensive experience in specialized areas such as trust and estate considerations, retirement income planning, protection strategies, tax considerations, wealth transfers, and business sale/succession considerations. These professionals will partner with you, your accountant and lawyer to address your complex and unique situation if needed. Additionally, Edward Jones provides me with the technology, tools and resources to support my office to serve you with excellence.

My family lives in Vancouver, we enjoy camping, skiing, and many outdoor activities.

If you value a long, trusted relationship, personalized service and advice, please call me at 604-730-5352 or email me at [email protected] to schedule an appointment so we can get to know each other and determine if we can partner together.