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