I am a Portfolio Manager with over 22 years of experience providing discretionary investment management. I started my career with a smaller, Vancouver based independent firm and made the switch a few years ago to the IFS model at Raymond James (HMB Financial) to scale my client base. RJ allows for me to provide a more full service and holistic approach. I currently manage 40 households with a total AUM of $45MM. I take a long-term, relationship-focused approach, helping clients with investment management while coordinating financial, estate, insurance, and tax planning.
Based in Vancouver, I am interested in acquiring books of business where I can provide continuity of service and build lasting relationships with clients. My goal is to preserve the legacy for other advisors while providing clients with personalized advice and the resources of a full-service wealth management firm.
