Based in Vancouver with 25 years of experience in Wealth Management, I understand that your life has a geography. Where you’re from, where you’re going, where you aspire to be. By asking my clients, “Where will your investments take you?” I am able to customize my services to help successful families like yours reach the coordinates that define their life goals.

Clients’ financial needs and goals evolve as they move through the various stages of life, so the Wealth and Estate Strategies I customize are nimble and adapt to changes in global markets as well as personal circumstances. Contact me for a complimentary consultation.

Contact us for a complimentary consultation

We will sit down with you and evaluate your existing portfolio and see if you're on track to reaching your short-term and long-term goals.