As an Investment Advisor, I pride myself on my ability to listen to my member’s needs; help them clarify their life, social, and financial goals; and create a comprehensive fiscal plan that gives them control over their future while keeping their values top of mind.
Whether working with investments that impact the environment, charitable giving that actively supports social change, sustainable investment choices to ensure the longevity of my member’s hard-earned capital, or financial planning the really puts their deepest life values to work, I love it all. As a family man with two children at home, I am very cognizant of the how the decisions we make today will impact future generations, which is why I am passionate about following, supporting, and recommending responsible options for environment, governance, and social considerations.
I have numerous contacts involved in the responsible investment industry, either directly or indirectly, so am very aware of the challenges and complexity that come with analyzing and selecting sustainable portfolio positions and staying on top of industry developments and changes.
I enjoy building sustainable and prudent portfolios of which my members can be proud. I would welcome the opportunity to meet with you and learn what makes a difference in your life. We can then create a portfolio that supports what is important to you.
- Financial planning
- Will & Estate planning
- Taxation planning
- Investment management
- Charitable giving
- British Columbia