Dual Licensed for Investments and Insurance. Certified Financial Planner (CFP) .
My mission as a Financial Planner is to form long-term relationships with my clients where I will join them in their journey to achieving their financial goals. One of the biggest investments that I will ever make is in clients and their families. By getting to know clients, I seek to offer personalized advice to best serve them and their families. I make their goals and concerns my priority.
I pride myself in staying current and continuously looking to educate myself to serve clients better. I provide only the highest quality products, information and services to ensure financial success. I uphold a strict code of confidentiality and ethics, valuing honesty, integrity, professionalism, and objectivity. Service and personal attention to clients ensures that I will remain up-to-date with your ever-changing financial situation and ensure that your plans will evolve to suit your needs.
Cell / Text: 604-727-6142
Office Tel: 604-674-1760
Office Fax: 604-674-1770