I'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.

Office Information

Office Hours

Office Hours
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

Branch Team

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