Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
BA, FMA®, FCSI®, CFP®
Senior Wealth Advisor
With a career spanning parts of four decades, I’ve had the privilege of engaging in meaningful conversations with clients about their life and financial goals.
Serving clients in both Nanaimo and Parksville, I provide financial planning services, portfolio management, retirement income solutions, and estate planning strategies to professionals, small business owners, and retirees throughout the region.
I’m passionate about helping people achieve their goals and believe in offering transparent, fee-based solutions. I have access to third-party asset managers to assist in building high-quality portfolios, and for many clients, this may include investing in individual securities.
My 30+ year career in Nanaimo reflects my deep commitment to this community—I grew up here, my parents still live here, and my daughters were born and raised here as well. I truly love this island!
Outside of the office, my wife, Kelly, and I are avid volunteers, donating our time and resources to youth sports and charitable causes in the community.
I also play golf, soccer, and hockey, and enjoy skiing—and I love the Vancouver Canucks!
BBA, CFP®
Senior Wealth Advisor
I am a Senior Wealth Advisor with Wellington-Altus Private Wealth, bringing more than two decades of wealth management experience and a passion for delivering exceptional client service. I offer extensive knowledge and expertise in financial planning, wealth management, and estate planning for individuals, families, professionals, small business owners, and corporations.
After graduating with a Bachelor of Business Administration (BBA) degree from Simon Fraser University, I returned to Nanaimo on Vancouver Island, where I grew up. I am fully licensed in both securities and insurance and obtained my CERTIFIED FINANCIAL PLANNER® designation in 2002. Over the years, I have built and maintained long-term relationships with my clients and the communities I serve. I truly care about helping my clients achieve their financial goals and providing guidance they can trust.
When I’m not working, I enjoy golfing, boating, and spending time with my wife and two daughters at our Gulf Island cabin.
CFP®, CIM®, FCSI®, FMA®
Senior Wealth Advisor
Born and raised on Vancouver Island, I bring more than 27 years of investment advisory experience helping individuals and families gain clarity, confidence, and control over their financial future.
Whether you’re building long-term wealth, preparing to navigate your retirement income years, preserving the assets you’ve worked hard to build, or simply looking to reduce financial stress, I believe every successful financial plan starts with listening. Your goals, values, and priorities shape every recommendation I make.
I’m passionate about making complex financial matters approachable and understandable. No jargon. No pressure. Just honest conversations and personalized strategies designed around your unique situation. My goal is to help you build lasting financial security so you can enjoy life today while feeling confident about the future.
My approach is simple: treat every client like family. I’m here to celebrate your successes, help you navigate life’s challenges, and serve as a trusted partner for the long term.
Outside the office, I enjoy everything the West Coast lifestyle has to offer—golfing, hockey, fishing, and spending quality time with my family. Those moments are a constant reminder of why I do what I do: helping people create the financial freedom to enjoy life on their own terms and experience the retirement they’ve worked so hard to achieve.
I look forward to walking this journey with you.
Senior Wealth Advisor
As an experienced financial professional with a genuine passion for helping people, I work with clients from all walks of life, but I especially enjoy guiding those who are approaching retirement or already actively enjoying life in retirement.
I began my career in finance many years ago and quickly recognized that the industry was often filled with confusing jargon and unnecessary complexity. My approach today is centered on creating a relaxed, fresh, and straightforward client experience—helping individuals achieve their financial goals through strategies that bring every aspect of their financial lives into harmony.
I hold the CERTIFED FINANCIAL PLANNER® and Chartered Investment Manager (CIM®) designations, as well as a Bachelor of Business Administration degree with a focus in Finance and Economics.
I’m proud to be a member of my community and have lived on the island for more than 40 years. My wife, Andrea, and I are the proud parents of two incredible children, and in my spare time, you’ll find me relaxing by the water’s edge with a great book and a fishing pole, working on my golf swing, or reflecting on my time coaching youth hockey at the local arena—an experience I truly value.
Senior Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER® professional, I help individuals and families make confident, informed decisions about their financial future. By taking a comprehensive and personalized approach, I guide clients through every stage of life—whether they’re building wealth, preparing for retirement, or planning their legacy.
Working in collaboration with your other trusted professionals, I provide integrated advice across all areas of your financial life, including investments, insurance, retirement, and estate planning. My focus is on creating clarity, simplifying complex decisions, and building long-term strategies that align with what matters most to you.
Born and raised on Vancouver Island, I’m proud to serve the community I call home. I began my career in financial services in 2000, working alongside a mortgage broker in Nanaimo, and in 2007 joined a local credit union, where I discovered my passion for helping clients achieve their financial goals through thoughtful planning and advice.
Today, I continue to build lasting relationships based on trust, transparency, and a genuine commitment to my clients’ success.
