Having spent over 20 years in the financial services industry in BC, I have the experience to be able to guide you and your financial plan to in achieving your goal of a secure retirement.

Effective retirement planning and tax efficient wealth transfer for business owners, families and individuals is the cornerstone of my practice.

Efficient portfolio preparation, consistent evaluation, awareness of opportunities when they arise, and patience, are the requisites to ensure you reach your goals.

Having completed a Dale Carnegie Human Behavioral Course early in my career in Australia, I continued my education by obtaining a diploma in Sales and Marketing at UBC (1980 – 1983).

Upon entering the financial services industry in 1987, I then completed the Investment Funds Course as well as the Level 1 and 2 Life Accident Sickness and Disability Courses.

These were then augmented by my Certified Financial Planners designation in 2000.

To keep up with the many changes that keep occurring in our industry, constant education courses and seminars are attended to maintain these licenses and designations.