If you are here, you have taken the first step on an important journey of partnering with a Financial Advisor who is committed to helping you achieve your financial goals by working with you every step of the way.

I practice complete wealth strategies, which are the combination of investment portfolio reviews, retirement and estate strategies, insurance based wealth protection, and the involvement of your CPA, lawyer or your other professionals to develop a holistic financial strategy that is tailored to you, your family, or your business.

My practice and branch office is based out of Terrace BC, and I am currently licensed and serve clients across British Columbia, Alberta, and the Northwest Territories.

My Senior Branch Office Administrator, Kim Godolphin, has been with our branch since 2007 and together, we are dedicated to providing you with the highest level of service possible. Our goal is to help you feel informed, secure, and in full control around your financial future.

I look forward to the opportunity to meet you and to learn your story, uncover what's important to you, and determine how I can make a positive impact in your life and your finances.

Focus areas

  • Retirement Income Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Skiing
  • Traveling
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More