I have been in the financial services industry since 1993 and prior to that, was a member of the Canadian Armed Forces. An alumnus of the University of Ottawa, I have also attained both the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations. These are the top industry designations, which show my commitment to excellence and lifelong learning in the profession of financial planning.
I am one of the founding partners of NextLevel Financial (formerly Money Concepts) and opened the Chilliwack office in 1994. Since that time, the office has grown to five advisors, five support staff, and serves over 1,000 clients in Chilliwack and surrounding area.
My practice revolves around developing a solid long-term working relationship with my clients. I achieve this through scheduled face-to-face review meetings, excellent communication and service from my staff. Almost 100% of my business comes from referrals.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.