|250-718-7232 ext. 6|
I have been in financial services for more than three decades. During that time, I've helped many clients balance their long- and short-term goals. Primarily, I work with family-oriented clients who are planning for their retirement, saving for their children's education and focusing on estate planning.
When it comes to financial security planning, I don't use a cookie cutter approach. Instead, I see each person, family or business as unique with specific dreams and goals. I work with clients to build a customized financial security plan that best fits their needs, helps them manage risk and clarify the path to their goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly qualified tax and product specialists, I enjoy helping clients make sense of their options.
Away from the office, I spend time with my family and grandchildren and I am honoured to be a part of their lives. I enjoy most sports and participate in curling and yoga. A firm believer in giving time to my community, I am actively involved with several charities.