Address2806 32nd Street
Vernon, BC V1T5L7
My BackgroundI take a holistic approach to partnering with clients as their Investment Advisor and Financial Planner. Through a disciplined approach we will build strategies together to meet your goals. Whether your focus is Investment and Retirement Planning, protecting your lifestyle and legacy, Succession planning or looking for an Advisor to journey through life with, I will be there to help. I bring 10+ years in the Financial industry, currently hold the QAFP. My clients have access to a full service brokerage and my wealth management team providing expert advice (Accountants, lawyers, insurance, etc). When I am not working with my clients I am spending time with my wife Danie, daughter Addie and son Liam. We love being in the community and enjoying everything the Okanagan has to offer.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.