I am an experienced Financial Advisor, I like to apply my extensive knowledge to assist, advise, and guide clients.
Prior to joining Pretium Wealth as a Business Development Consultant, I had a career in finance, spanning three decades. I started on the floor of the Vancouver Stock Exchange as a clerk and worked my way up to becoming a Senior Manager in Equity Trading for a national brokage firm.
Since 2013, I have been a Senior Financial Advisor, with Freedom 55 Financial, supporting numerous clients with their financial and insurance needs.
I am a firm believer that building trust is foremost in maintaining an ongoing successful relationship. I pride myself in offering transparent, honest, and realistic advice. I care deeply about my clients current and future financial needs.
Working together with Pretium Wealth, my goal for each of my clients, is to educate, support, and create solid, individual, financial foundations.
When I am not working for my clients, I spend time with my wife ballroom dancing, fishing, and travelling.