Investment Advisor & Financial Planner
1771 Comox Ave Suite 204
585 England Ave
BMO Campbell River
996 Shoppers Row
Campbell River, BC
BMO Powell River
4729 Marine Ave
Powell River, BC
Relationships Built on Trust
We work with successful families and individuals to help them achieve their financial dreams in retirement and provide for future generations.
Our clients understand their investments and the value of our relationship together.
We are committed to building solid, lasting relationships with all our clients. Keeping clients informed is a top priority for us, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.
It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise.
We regularly review goals, strategy and portfolio performance with our clients.
Business and Investment Philosophies
- Financial planning is critical to financial success. Those who work with an advisor have 2.5 times more assets than those who don’t
- Simple, disciplined strategies. We ensure our clients understand what the strategy is, why we own what we own and how it helps them achieve their goals
- Preservation of capital. Nobody likes to lose money
- Reasonable rate of return. Aligned to meeting client goals without undue risk
- Tax and income efficiency. Minimize tax and income threshold clawbacks
- Transparency of investment costs and fees matter