Vice President, Senior Investment Advisor
Toll Free: 877-823-6205
885 West Georgia Street
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core of my wealth management process is you and your family. Servicing
your investments requires a thorough understanding of your unique needs
and an in-depth knowledge of your goals and dreams and how these impact
the people you care about most. My process is the basis for the solid
relationship we seek to build with each client.
approach to the planning process is consultative in nature: we listen to
and understand your needs first before we make any suggestions.
I start by working with you to clarify your goals and identify those
things that weigh on your mind and may affect or determine your vision
for the future.
2) I help you analyze and prioritize your needs (short and long term) as you see them.
3) I define and outline your goals and clarify the role that our Wealth Management process plays.
I will then present concepts to assist you in understanding how
together we can bridge the gap between where you are now, and where you
would like to be.
5) I develop short and long term alternatives, to give you the best options to consider.
Together, we reach a consensus on specific solutions under each
strategy; this is the beginning of an ongoing plan that involves both
money and life goals. At this stage, I will ask you to commit to those
strategies that together we feel will best meet your needs.
implement the plan and keep you informed. Once I have put the plan in
place, I work with you to regularly review and monitor it. I use my
resources and advice to ensure that the plan remains on target to meet
the goals you have set out. Your plan receives continual review to keep
it current and on track. We meet on a regular basis to update it and add
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