Address1626 Martin Drive
White Rock, BC V4A6E7
My BackgroundMy team manages the wealth of families, business owners, executives and professionals. I address all issues pertaining to business succession, estate planning and insurance needs. As a Portfolio Manager, I manage money by employing a proven model that aims to consistently generate positive returns with low volatility. Each financial plan includes a Financial Vision Document, Key Recommendations, and a Personalised Roadmap. Consistency and competency inspire confidence and loyalty in my clients.
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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.