RIA: Certified I’m a life-long Victoria, B.C. resident, and have been working in the financial services industry for over 30 years. I marry my professional experience with my passion for making our communities better by focusing on Social Responsible Investing (RI). We make investment choices everyday, from where we purchase our produce to the handbags and clothing we wear. Likewise, with investing, we can do better by investing in responsible companies whilst earning great performance returns.
We believe our role is to manage the world’s most important investments…yours!
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
MFDA
Provinces Licensed In
- British Columbia