Who I help:
I enjoy working with a wide range of people, including those who’ve saved for retirement (they remind me fondly of my parents and grandparents), families with children, as well as business people and professionals living full lives and wanting to make the most of their hard-earned money. I’m happy to work with clients’ lawyers, accountants, and others, as well as recommend professionals if they’re needed.

How I help them:
Helping clients with quality investments that stand the test of time means a great deal to me, as does helping them prepare for the unexpected. When you meet with me, rest assured I’ll put your interests first and work hard to help you reach your most important goals.

Why me:
My passion for investing began in 1988, when I bought railroad shares with money I’d saved as a kid (the shares are still great; I have no plans to sell them). Over the years, my investments have grown, and with them, my financial knowledge. I draw on my experience and learning to help my clients make informed and confident choices about their own situation.

While I attended the University of New Brunswick in the early 2000s, my father passed away suddenly, and, as executor of his estate, I learned the importance of planning for the unexpected and use of insurance.

I moved to Metro Vancouver and got married in 2007, soon after graduating with my BSc Software Engineering. I live in Richmond, working as an Edward Jones advisor, a role I’ve held since 2010. A father of two young daughters, I stay rewardingly busy volunteering with my daughters' sports teams, including coaching ringette and soccer. I’m also a member of BNI Connections, a business networking group with whom I’ve served as VP for four years and am currently serving as President for the second time.

Over the years, I have worked to improve my ability to serve others, including earning my CFP® certification so that I can deliver better financial guidance. Recently I completed the CEPA® program so that I can help business owners prepare to successfully exit their businesses.

Complexities abound in life and in finances…I love simplifying them for others. I invite you to contact me and learn how I can do so for you.

Focus areas

  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Hiking
  • Chess
  • Sailing
  • Coaching Sports
  • Auto Racing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

Email Me

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