“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.