In Fred’s experience, as wealth is realized there is an increasing need for financial and estate planning. Fred’s commitment to you begins with the development of a sound, long-term financial strategy – leaving you with the peace of mind that comes from knowing your financial objectives are consistent with your personal objectives.

In addition to his wealth of experience, Fred draws upon his background in finance. Fred currently holds his Canadian Investment Manager designation and has received the accreditation required to provide discretionary investment management services. Fred has also been recognized by the Canadian Securities Institute for his academic accomplishments in the Canadian Securities Course, the Professional Financial Planning Course and the Conduct and Practices Course. He earned Awards of Excellence, which are only presented to the top 1% of the candidates across Canada. Fred has also completed both the Options and Futures licensing courses and has his Life Level II insurance license.

Born in the United States and raised in B.C., Fred brings a wide range of experience to his position at RBC Dominion Securities. Fred attended the University of British Columbia where he studied Mechanical Engineering. He then spent nine years in the Nicola Valley working for local ranches such as Douglas Lake, Quilchena, Nicola and the Gang Ranch. Along the way, he has completed both Kolbe and Kolbe Youth Certification courses and is a graduate of World Wide School of Auctioneering. Fred enjoys skiing and mountain biking with his two young sons, Mason and Connor, and his wife, Charlene.

Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • British Columbia
  • Ontario
  • Saskatchewan
  • Alberta