With a passion for helping people and solving problems, I have more than 30 years of experience in meeting the complex financial needs of ultra-affluent families and institutions in the Kelowna and Vancouver areas. I help retirees, professionals, business owners, executives and their families to simplify and enjoy their wealth.
A wealth planner as much as an Investment Counsellor, I construct and manage resilient investment portfolios and keep clients closely informed about their performance, while always keeping their longer-term, big-picture wealth and estate plans in mind. By including the whole family in wealth planning, I help preserve affluence across multiple generations.
Investors appreciate my unique combination of experience, sophistication and old-fashioned values. Maintaining a very select roster of clients, providing a very upmarket, upscale and customized service experience is a point of pride for me.
Discretionary investment counsel
As an Investment Counsellor, I am qualified to perform discretionary investment counsel. This places me in the driver’s seat with a fiduciary duty to act in your best interest when making investment decisions. This frees you from stress – you are free to travel and focus on what you do best – and I am empowered to act quickly when opportunities or risks arise. I will create an Investment Policy Statement – a customized document that sets down your goals, risk tolerance, time horizon, preferences and interests. Using these unique parameters as a roadmap, I will do all the day-to-day buying, selling, research and wealth planning for you. You pay one single, asset-based fee and our interests are aligned because we both benefit when your asset base grows.
Learn about our Wealth Planning