It's great to be home! I grew up in Smithers and have been returning as often as possible ever since moving away to play hockey and attend University.

I have been passionate about finance and investing since the age of 14 and pursued degrees in Finance and Economics at the University of Calgary before receiving my Chartered Financial Analyst Designation in 2011. Upon graduation, I spent over 11 years in Victoria working at one of Canada’s largest institutional investment management firms. In my early years I worked in various roles including performance measurement, market strategy and fund manager research on behalf of over 500,000 pension plan beneficiaries. In 2011, I moved into Portfolio Management with responsibility for a multi billion-dollar portfolio while working to manage and mentor young investment professionals.

It is with great excitement I am able to apply my experience and passion to helping individuals and corporations execute their financial plan and achieve their investment goals.

Volunteerism is an important aspect of my life. I spent 5 years as University Outreach Chair for the CFA Society Victoria and am the co-founder and Program Director for the University of Victoria Applied Portfolio Management Program. With the move home I am excited to contribute to the community in various capacities and recently co-founded the Bulkley Valley Youth Sport Foundation.

Contact me for a complimentary consultation - 250-847-5755 or [email protected]

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Office Information

Mailing Address

Box 518 Smithers, BC V0J 2N0

Office Hours

Office Hours
WeekdayAvailability
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
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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