I earned my Certified Financial Planning designation in May 1986, and have been in senior management for over 12 years. I am the Vice President and Senior Investment advisor at Canaccord Wealth Management, and manager of the White Rock office. I am also a master qualified member of the H.S. Dent Foundation which grants me access to his original economic research.
My main area of expertise is in the development of financial strategies that optimize overall financial performance, tax minimization, and wealth creation for individuals and businesses. I am also an avid public speaker and enjoy providing topical seminars to our clients and prospects. In the past I have written columns in news papers and my experiences with the press continue to provide benefit to my clients in the market updates I write for them.
Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.
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