Investment Representative
Freedom today. Freedom tomorrow.
Advice that works for you
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Vision
Bringing great financial security and independence to clients.
Mission
Help individuals, families, and business owners achieve their financial dreams and goals by providing customized and comprehensive solutions through a systematic approach and professional team.
Values
- Professionalism
- Enthusiasm
- Accountability
- Credibility
- Excellence
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
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Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Office: | 604-685-6521 ext. 4368 |
Cell: | 778-928-3578 |
Fax: | 604-685-9666 |
Toll Free: | 1-888-252-1847 |
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Book an appointment with me today if you'd like to meet and discuss your financial needs.
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Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
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Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.