When I first entered the field of financial advisory decades ago, it was a natural transition from my background in project management. I've always approached my role as akin to that of a project manager. Still, now, instead of tangible projects, I navigate the complex terrain of financial and emotional objectives, ensuring that my client's financial goals are achieved on time and within their budget.

Surprisingly, I've immersed myself in this career longer than I initially anticipated. The joy of cultivating enduring client relationships and guiding them toward their financial aspirations, despite the hurdles posed by volatile markets and economic uncertainties, has been the driving force behind my continued dedication.

In essence, I view the role of a wealth advisor as that of a risk manager. Over my three-decade journey in client advisory, the most significant lesson I've learned is the profound impact of preventing clients from making short-term financial missteps, ultimately leading to their long-term financial prosperity. This insight has been particularly evident during the tumultuous periods of upheaval in both fixed-income and equity markets throughout my extensive career.

When considering risk management, it's important to highlight that it's not solely about maximizing returns but also about being attuned to what clients retain after factoring in taxes. This nuanced and comprehensive approach to wealth management ensures that clients' financial well-being is safeguarded and optimized in a tax-efficient manner.

I can take complex structures and translate them into understandable concepts, and nowhere has this been more true than in the world of finance. At its core, an advisor is a trusted guide through one of life’s most essential and overwhelming aspects: how to responsibly manage wealth and still be able to sleep at night. I’ve always described myself as the conduit between the confusing world of finance and the individual objectives of each family or corporation we work with. We allow our clients to outsource their uncertainties to us and let them relax, knowing their future is managed in a bespoke, one-on-one plan, created specifically for their unique situation.

As a serial entrepreneur, management student, and lifelong learner, I understand the challenges, fears and stresses of businesses, along with the joys and successes. Every day, I’m lucky to draw on past entrepreneurial experience, along with my CIM® designation and CFA candidacy, and apply this knowledge to the lifetime experience of the people we work with. We are graded on the entire client experience and let this be the ultimate driver of our success.

Unlock Your Financial Potential with Personalized Financial Planning.

In a world saturated with financial information, finding the right fit for professional planning and wealth management can be overwhelming. I am here to provide an invaluable service – creating personalized financial plans that align with your unique goals and aspirations.

As a Certified Financial Planner with over 15 years of experience in the financial management sector, I bring a wealth of knowledge and expertise to the table. Whether you focus on creating wealth or preserving it, I have the skills and dedication to guide you through life's twists and turns.

My commitment to understanding what truly matters to you sets me apart. I take the time to listen carefully, ensuring that the financial plan I create is meaningful and relevant to your specific needs. I believe in open communication and strive to make wealth management a practical and simplified experience for my clients.

As a Financial Associate, I collaborate with an "in-house" team of wealth professionals, including Portfolio Managers and Investment Advisors. This holistic team approach guarantees comprehensive support for all your wealth needs. With my background in personal banking and a decade of wealth management experience, I can remove the guesswork, providing clarity, confidence, and peace of mind.

Beyond my professional expertise, I am a family person who deeply understands the importance of treasuring those meaningful bonds. I am passionate about people and community, actively engaging in volunteer work. Living in the beautiful Kootenays, I appreciate its richness and am excited to share my love for the region while helping you build and preserve your dreams.

Let's embark on this financial journey together – where your dreams meet a personalized plan for success. I am eager to work with you, ensuring your financial future is as rewarding as it is secure.

Embark on a transformative financial journey with me as your trusted Investment Advisor, where managing your finances becomes a personalized and empowering experience. Money can evoke emotions of uncertainty and fear, and my commitment is to guide you through this emotional roller coaster with a tailored financial plan that aligns seamlessly with your unique goals.

Drawing from my experience as a four-time Olympic downhill ski racer, I spent decades mastering the art of risk and reward. I understand that success is rooted in the clarity and precision of a well-designed plan, ensuring that your financial path transcends not just your lifetime, but creates a lasting family legacy.

My unwavering dedication to exceeding expectations is evident in our exceptional service. Leveraging our team's cutting-edge approach to business and market analysis, coupled with innovative modeling, we adapt to the evolving landscape of the financial and economic markets. Welcome to a partnership where your financial success takes center stage.