BBA, LICENSED ADVISOR
“It’s a simple formula. We see our client’s regularly, update and optimize their plans, and most importantly, we keep them on track.”
My father built a winning formula that has helped hundreds of Kamloops families achieve financial independence. I am proud to carry on that legacy.
My duties include meeting with clients, financial plan preparation and updates, and office administration.
Apart from work, my passions include music, cooking and athletics. I love spending time outdoors, whether it be hiking, walking my dog or playing softball.