I am a Portfolio Manager who truly appreciates the opportunity to make a genuine and meaningful difference in the lives of the families I work with. When working collaboratively with my clients, I bring a solid perspective grounded on sound investment solutions based on my 17 years of experience, relevant education and extensive industry credentials, as well as an open and caring approach.
I am committed to providing relevant and impactful solutions for my clients now and into the future. I believe that tax-efficient income, portfolio protection and moderate growth are the most important virtues of a successful financial plan. With a seasoned understanding of the needs of professional individuals, small business owners and people who are approaching retirement, I offer actively managed wealth management programs composed of diversified solutions tailored to each client’s individual needs. In other words, I focus on and help you manage what matters most to you.
I believe it’s important to be well-educated in the complex
financial services environment to ensure I can offer the best advice to my clients. As such, I have achieved several industry specific designations and licensing that includes a life insurance† license, as well as the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI) designations. This means I provide my clients with a variety of investment and insurance solutions in the context of their big picture, or L.I.F.E. plan. I also have a Bachelor of Commerce degree with a specialty – in Entrepreneurship from the University of Victoria, which not only helps me professionally, but also makes me acutely aware of the concerns of entrepreneurs in general, making it easy to work with other business owners.
Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company† and are used by it, and by its affiliates, under license. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (www.ciro.ca) and the Canadian Investor Protection Fund (www.cipf.).
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To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact me directly at 778-655-9977.
