My expertise in the investment and financial advisory profession began in 1972. I graduated with the Bachelor of Engineering from General Motors Institute in 1971 and then attended the University of British Columbia, graduating with the MBA in 1972.
I started KCM Wealth Management Inc. in the year 2000, applying sound strategies and practices to managing client wealth. I assist clients in realizing their goals and becoming prudent, informed, long-term investors. I joined forces with Lycos Asset Management in 2017 sharing similar values and philosophies with its founder, Constantine Lycos.
What I do
I am a discretionary portfolio manager and financial advisor. My specialty is designing and managing client investment portfolios. My expertise coordinates the portfolios with the client’s retirement aspirations, risk management, tax issues, estate plan and business plan.
I listen to what is important to each client. My greatest hope is to bring clients insight and perspective to guide their long-term finances. I become their sounding board. I make logical and methodical decisions without emotion or bias.
My newsletters and money blog are well-received and widely quoted in various media. I follow the “pension style” of management. My clients value objectivity and candid approaches. I’ve always been a fiduciary to clients.
Please contact me directly at 1.604.739.4500