About

I was born in Abbotsford and am proud to work in the community in which I was raised.

I work with individuals, their families, and their businesses to define financial goals and develop strategies to help reach them. My passion is working with clients to discover how to draw most value from their wealth whether that is living a dream retirement, funding children's education, charitable giving, or whatever else might be important to them.

Within my own background, I have witnessed the importance of investing in the next generation in the form of business succession, start-up financing, tuition support, and more. I enjoy working closely with families to develop financial plans that facilitate smooth inter-generational transfers of wealth.

My role is to get to know my clients and foster long-lasting relationships built on a foundation of trust and integrity. This allows me to develop financial plans complemented by sound, tax-efficient investment management customized to fit each clients' needs. In the event of complex financial situations, I have the privilege of working with teams of accountants, lawyers, financial planners, and estate specialists who provide expert advice.

Earning my BBA from Trinity Western University with a specialization in Finance and Accounting I confirmed my passion for wealth management. I joined RBC Dominion Securities shortly after graduation as an Associate with an established team so I could learn how the best wealth management practices are run. 

I began my career as an Investment Advisor in 2024 and I can confidently say this is my dream job.

When I am not at work, I stay busy running the family chicken farm in Sumas Prairie. In my spare time, I am often trying to keep up with my wife, Brooke, and our dog, Frank, on the local trails and hikes.