Born and raised in the Comox Valley, I like to spend time on my hobby farm with my better half, Josée, Daisy (our dog), Julius (our orange tabby) and Petal (our pot-bellied pig). We enjoy kayaking, snowshoeing, hockey, soccer, camping, gardening, travel and writing in my blog. I completed my degree in medieval history and philosophy at the University of Victoria in 1994 and started my career in financial services in 1996. In 2003, I fulfilled my goal of opening my own independent financial planning firm which allowed me to provide high-level, personalized service with great attention to detail as well as implement a fee-based system, which I feel serves my clients better than the traditional commission model. I look forward to meeting you!
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.