We specialize in working with people who seek comfort in having a professional manage their wealth, enabling them to carry on their lives in a meaningful way. With money comes stress, and stress is one of the top causes of physical and emotional health issues. Life is too short for that. Our detailed approach to planning is meant to reduce this money-related stress. We are experts in listening to your goals so that together, we can be prepared for whatever comes your way. The people we work with feel comfort in knowing that they have an advisor who understands their story and will be there in the long run, helping them navigate the path ahead. Our approach of customizing your goals into a financial plan and tying these to your investments helps us safeguard your wealth and deliver the results needed to maintain your lifestyle. ☛ My clients trust me because of the high standards I maintain.☚I have the following certifications:✯ Chartered Investment Manager (CIM)✯ Personal Financial Planner (PFP)✯ Bachelors of Commerce, Royal Roads University (B.COM)✯ WME Course for Financial Planners✯ Canadian Insurance Course✯ Canadian Securities Course☛ I have a passion for Wealth Management and enjoy helping others.☚Few things are as satisfying as helping people who are stressed about their finances regain the feeling of control in their lives. I listen to their problems and goals and work with them to find comfortable solutions.We work with executives, business owners, doctors, lawyers, and other professionals – who want to take control of their investments through sound financial planning. Each new client brings the chance for a cultivated new business relationship and the opportunity to expand my horizons and see the world from other peoples’ perspectives. This allows me to empathize with all of my client’s situations.☛ I teach several seminars on topics including:☚✯ Estate Planning✯ Retirement Income Strategies✯ Strategies to Grow Wealth✯ Risk Management☛ Contact me if you wish to take control of your financial life and ensure your financial future.☚When not in the office, I love spending time with my family. I trail run frequently and enjoy the challenge of Tri-Athlons. I believe in community involvement, am active with Cub Scouts, and will be seen at our local community events.