Bachelor of Science, University of Victoria
"That man is a success who has lived well, laughed often and loved much."
Robert Louis Stevenson
financial industry is fast-paced and ever-changing, and it can be a
challenge to navigate,” says Dwayne. "I love helping people understand
their financial options and working with them to develop a portfolio
that fits within their timeframe and risk level, and, most importantly,
achieves their goals.”
I am a successful and growing,
full-service investment manager; your personal CFO. My consistent,
high-quality level of service and expertise inspires confidence, loyalty
and peace of mind in my clients. I offer an exceptional level of
attention, competency and personalized service.
I work in
partnership with my clients so they are active participants in their
financial plans, educated about local and global events, and aware of
market trends and opportunities. I help my clients articulate and
achieve their goals that require planning, financial resources and time,
which could include: retirement, education, travel, health care needs,
estate planning, tax efficiency, philanthropy, safety nets, real estate,
and other large purchases.