Finances don't need to be intimidating.

I became a financial advisor to help people in all aspects of their financial well-being. I wanted to help simplify the confusing. Now, more than ever, I feel it's important that you understand the value of saving, investing and protecting your wealth; to be confident in every financial decision you make.

Once I understand what's important to you, I use an established process to build personalized strategies to help you reach your goals. I will partner with you, throughout your life, to ensure you stay on track.

Born in Salmon Arm, I was fortunate to move back 20 years ago. We love the four seasons of the Shuswap where we enjoy hiking, fly fishing, boating, snowshoeing, and cross-country skiing. My wife, Tammy, and I have three kids and are blessed with three grandsons as well. Life-long dog lovers, we have two Golden Doodles, Daphne and Fergus.

I am a member of the Salmon Arm Daybreak Rotary Club as I believe in giving back to my community both locally and globally. There is no charge for a meeting with me and I'm always happy to answer questions about the services we provide.

When you call, you will likely reach Candace Monteith, my Branch Office Administrator. Candace has been in the financial services industry for over 9 years. She is truly an integral part of the quality service we provide. Candace has a daughter and a Golden Doodle named Finnegan.

To learn more about Edward Jones and how I can help you reach your financial goals using personalized strategies, please call or visit my office to arrange an appointment.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Volunteering
  • Mountain Biking
  • Home Improvement

Office Information

Mailing Address

P.O. Box 177 161 Shuswap St. N.W. Salmon Arm, BC V1E 4N3

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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Setting your path

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