When I was about 5 years old, my dad would take myself and my two older brothers to a dirt running track at the local high school where I grew up in Williams Lake B.C.
He gave us an offer that ended up defining what I did in my career, he said "I'll give you 5 cents for every lap your run". The funny thing is that he didn't let us spend the money. He said "Save it up. Mom and I will get you what you need". This started me on the road to saving and eventually investing.
At our Chaparral office, we are focused on helping individuals/businesses with various needs. Some of the areas we focus on are, socially responsible investing, corporate investing and financial strategies, and transitioning into retirement.
I have been a financial advisor for over 10 years and hold a PFP® Personal Financial Planner accreditation. I was born and raised in Williams Lake B.C. and attended the University of Victoria earning a B.A. in Economics.
I married my wonderful wife Nicole in 2010, and am most proud to be a father to two little girls, Amelia and Ellis. I enjoy running, traveling, and am an avid basketball fan.
Please feel free to book a complimentary review. The first step is for us to chat and get to know each other.
- Special Needs Financial Considerations
- Business Owner Considerations
- Retirement Income Strategies
- Socially Conscious Investing
- Employee Stock Options
- Intergenerational Planning
My Personal Interests
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
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