Bachelor of Science, University of Victoria
"That man is a success who has lived well, laughed often and loved much."
Robert Louis Stevenson
"The 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.