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 you 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 business owners and individuals with various needs. Some of the areas we focus on are preparing for retirement, transitioning into retirement, business exit planning, and corporate investing.

I have been a financial advisor for over 10 years and hold the PFP® Personal Financial Planner accreditation. I am also a CEPA® Certified Exit Planning Advisor. This designation allows me to evaluate the value of a business and build appropriate strategies for future sale. Lastly, I am a graduate of the University of Victoria with a degree in Economics. This background allows me to give an elevated level of advice to both business owners and individuals.

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.

[email protected]

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Retirement Income Strategies
  • Employee Stock Options
  • Intergenerational Planning

My Personal Interests

  • Running
  • Traveling
  • Reading

Office Information

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