Certified Financial Planner®, Independent Life & Health Insurance Broker

Serving your community through a practice located in wonderful West Vancouver.


Certified Financial Planner, CFP®

As a Certified Financial Planner, I involves my clients with interactive client input and a holistic approach to Financial Planning, which I prefer to call Life Planning. It is my belief that your financial plan is built around a strong Life Plan. A Life Plan includes your goals, dreams and aspirations.

Elder Planning Counselor, EPC

With the EPC designation, the 50+ client can be assured that I understand elder’s life issues, alternatives, and concerns, including aging, health, long-term care and end of life issues.

Independent Life & Health Insurance Broker

As an independent insurance broker, I listen to your needs and together we formulate your risk management and wealth plan. As a broker, I use the best Insurance companies and products in the marketplace to fulfill your needs. Together we develop and build a plan that meets your needs and suits your risk tolerance, either corporate or personal.