
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreI'm not a generalist. I've honed my practice to serve only two types of clients: incorporated professionals with tax, debt, investment, and cash flow management needs; and retirees (or close to it) with income, tax, and estate planning needs.
Creating and maintaining an optimal, life-long financial strategy is simple, but it's definitely not easy. I deliver direct, candid, and personalized advice and guidance, and clients focus on what they can control – like cash flow, net worth, taxes, and estate plans. We do not waste time on hot new trends or fearmongering headlines.
Carey, my Branch Office Administrator, and I have worked together since 2015. She is originally from PEI, but now lives in Langford with her husband, two kids, and two feline friends. I'm a born and raised Victorian (with a brief stop in Toronto), now living in Fernwood with my wife and three feline friends. I've been in the finance profession since 2010.
Weekday | Availability |
---|---|
Mon | 07:00AM - 04:00PM |
Tue | 07:00AM - 04:00PM |
Wed | 07:00AM - 04:00PM |
Thu | 07:00AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Weekday | Availability |
---|---|
Mon | 07:00AM - 04:00PM |
Tue | 07:00AM - 04:00PM |
Wed | 07:00AM - 04:00PM |
Thu | 07:00AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizWe use an established process to help you reach your goals.
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