Investment Advisor
Tel:
250-248-2489
Toll Free:
800-330-1644
Fax:
250-248-2389
BMO Nesbitt Burns
2-826 Island Hwy W
Parksville, BC
V9P 2B7
Map
Putting Clients FirstThe cornerstone of my business is built on the trust and integrity I have with my clients. By listening to my clients and understanding their financial goals and concerns, I am able to work closely with them to formulate customized investment strategies to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.My Committment To YouAs your Investment Advisor, this is my commitment to you.
My Specialties
Introductory MeetingI have been in the Financial Services Industry since 2000 and managing custom portfolios for high net worth clients in the Parksville, Qualicum Beach, Port Alberni and surrounding areas.
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