Education:
BA. Economics, University of Victoria
CFP, Financial Planners Standards Council
PFP, Institute of Canadian Bankers
AICB, Institute of Canadian Bankers
As an Investment Advisor and Certified Financial Planner (CFP), I provide quality financial advice based on your unique needs. I will develop an understanding of your goals and work towards them using a coordinated strategy and carefully developed portfolio.
With over 6 years of experience in financial services and the best research available*, you can feel confident in my ability to build and protect your investment assets.
Contact me by phone:
Salmon Arm area (250) 804-7888 Kelowna and area (250) 718-5514
Service Excellence
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
Check out the Publications tab for continuously updated research.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.