As a Financial Advisor, it’s my privilege to help people put strategies in place to achieve the things that matter to them most. I want to understand what’s important to you, so we can form a shared vision for your financial future that we can work towards together. I believe an important part of this process is having a holistic financial strategy that provides three important things:
Clarity - around where you are today, and how we can achieve your goals
Context - for future financial decisions
Calibration - a way to measure our progress along the way.
I spent 17 years working for a business, most of that time in senior management, where I learned the value of an evidence-based approach. I was deeply involved in the company’s data analysis and planning efforts, and this experience gave me a unique perspective on how important it is to align your resources with the strategies that will provide the most meaningful impact on your goals. I use a similar evidence-based approach to serve my clients now, focusing on creating the shortest path between where they are today, and where they want to be in the future.
I was born in Maple Ridge, and still live in the community with my wife Kristy, our two daughters, and our Morkie. My wife works in the community as an Education Assistant in the school district. Our family enjoys spending time camping, playing musical instruments, reading, and getting together with family and friends.
If you’d like an opportunity to get to know me better, please reach out. You have my sincere commitment to an open, zero pressure conversation about our process. If it resonates with you, and we're a good fit, I would be happy to serve you.
- Business Owner Considerations
- Business Retirement Plans
- Education Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family