Putting Clients First
The 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 You
As your Investment Advisor, this is my commitment to you.
I 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.
If you would like to meet for an introductory meeting please call me at 250-248-2489 or email firstname.lastname@example.org