Vancouver

Many people find investing and Financial Planning confusing and even overwhelming. I pride myself as a solutions provider and a problem solver, and I enjoy helping clients create a clear and understandable process for their retirement planning and investing needs. I am committed to work with each client to understand their life and their goals, and together develop a long-term financial plan and investment plan that encompasses each client’s goals.

I also provide my clients with a wide range of advice and services in RRSP, RRIF, & TFSA investing, and general trading of blue chip & speculative stocks, fixed income, and ETFs. We can also recommend experienced professionals to assist our clients with their tax accounting, estate planning, mortgage needs, and legal matters.

I have more than 30 years of experience as an Investment Advisor, and I joined Leede Jones Gable in 2023. My credentials consist of the Chartered Investment Manager (CIM) designation, the Professional Financial Planning course, and a Bachelor of Arts in Economics from UBC in 1989.

I live with my wife, son, and yellow Labrador retriever in Vancouver, Canada. I am an avid Vancouver Canucks hockey supporter and sports fan in general, and love to play golf.