Growing up in a very modest childhood has taught me the value of sound financial management and how simple decisions can have a compounding effect later in life. Though people are very different in their backgrounds and experiences, many of the decisions we make everyday are based on our financial choices in the past and our hope in the future. As I've come to understand the complexities involved in responsible financial management, the more I realize how vital it is to have help and guidance.
After spending six years prior in banking, I've had the opportunity to help and guide individuals in many different life stages, from people just starting out in the workforce to high-net worth individuals running multi-national corporations. I've seen the ups and downs of many individuals and families and I'm proud for having served them along the way.
I realize that the people I deal with are far more complex than the investments they hold. They have hopes and dreams for a better future, whether for themselves or their families, and I pride myself in helping to guide them towards achieving those, in whatever way a financial advisor could.
I have lived in Surrey, BC for the last 20 years and I've been amazed at the growth and diversity of a city that I've called home for so long. Our team is located in White Rock, BC and we are dedicated to providing you with guidance that will help you be informed and feel secure about your finances.
We're committed to:
1) Understanding what's most important to you.
2) Using an established process to build personalized strategies to help you achieve your goals.
3) Partnering together throughout your life to help keep you on track.
When I'm not helping clients, I enjoy staying active at the gym and in the outdoors of beautiful BC as well as reading and earning my title as a history buff.
We look forward to hearing from you and discussing how we can help you build the best life for you, for your family and for future generations.