I'm a specialist dedicated to covering the areas of North and West Vancouver, Squamish, Whistler, and Sunshine Coast. I work with individuals, executives and families who have worked hard to accumulate their wealth and are looking for unique wealth management solutions. These recommendations are designed to help simplify life, optimize cash management strategies, implement a smooth business succession plan, build a legacy, or complete a holistic financial check-up and put checks and balances in place.
You are the architect of your life and legacy. Our team of TD specialists can help create the blueprint, from wealth accumulation and investment management, to integrated wealth strategies to help reduce tax exposure or create a business succession plan, to estate planning and trusts, to gifting and philanthropy.
Because life is filled with uncertainty, I'm committed to delivering holistic advice and solutions to help you enjoy the things that matter most. I want to help achieve your vision for the future, and protect the things that are important to you.
My Goal & Process:
- To help get to the heart of what matters most to you
- To work collaboratively with a dedicated team of private wealth management specialists
- To bring you the breadth of expertise to design a plan that will help you feel confident in your decisions and more focused on your future
I hold a Bachelor of Business Administration, Certificates in Advanced Investment Advice, Advanced Estate Planning & Trust Strategy, and Retirement Strategy. I'm equipped with the unique knowledge and skills required to address the complex needs of high-net-worth clients and help stay informed in today's ever-changing world of wealth management.
Outside of work, you'll find me travelling, hiking, biking, golfing or volunteering for many causes that I hold close to heart.
Personal goal: To explore all 108 National Parks in North America - 34% of the way there!
I look forward to working alongside you and your family to help you achieve your goals. It all begins with a dialogue around your visions and priorities.