Since childhood, my family taught me the importance of helping others. My mother had a long and successful teaching career. She taught me about the magic of helping people and how rewarding that can be. Over the past two decades, volunteer work with many local organizations and being a Financial Advisor has provided me the opportunity to make a meaningful difference in the lives of my clients, their families and my community.
Helping people live their best life is why my team and I show up every day. We love it when our clients share a memory on the ‘Bucket List Board’ in our office. We’re especially proud, if we helped them achieve that adventure. This allows us to share in their journey, together.
Our team is located in Penticton BC, which we call ‘our little pocket of paradise’. In our office you will be supported by Sr. Branch Office Administrator Ann Thorne. Ann and I are dedicated to offering the highest level of service to our clients. We pride ourselves on being clear, transparent and attentive.
Our goal is to help you feel informed, secure and in control around your financial future.
We specialize in helping people that are close to or in retirement. We focus on goals-based planning to help our clients align their money to what's most important to them.
During our meetings we like to focus on three main areas:
1) Understand what’s most important to you. We know a lot can change between visits, so we look for changes that could impact your financial future
2) Help you feel confident about your investments
3) Clearly discuss the costs associated with the monitoring and management of your account
When I’m not helping clients reach their goals, you’ll find me enjoying the Okanagan lifestyle with my wife, our spoiled dog and surrounded by friends and family. I like to hike, fly fish and ride my motorcycles.
We look forward to hearing from you and discussing the ways we can help you enjoy your wealth and live your best life.
My Personal Interests