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.