Penticton, BC V2A6K1
My BackgroundWhether it be sale of your business, family succession, retirement, investment and planning strategies or even a new move to a our beautiful community, I will be there as your trusted advisor, building wealth management strategies for you and your family that will stand the test of time. Over the past 20 years in Wealth Management, I have earned numerous designations including the prestigious Fellow of the Canadian Securities Institute and Certified Financial Planner. My clients have access to a full service brokerage as well as my professional team of Wealth Management Advisors with the strength and ability to guide and prepare you for life and market changes. I have lived in the South Okanagan since 1982 and take the time to appreciate and actively enjoy, all that this beautiful area has to offer.
Get directionsPlease enter an address.
®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.