I have work experience since 1992 in financial planning and investment management. This includes four years at a fee-only financial planning firm, twelve years at CIBC Wood Gundy and with Lycos Asset Management since 2010. I also have been teaching the course, Securities Fundamentals (FMGT 4620) at BCIT since 2014.
My education includes a Master of Business Administration (MBA) degree in 1990 from EU Business School – a private business school with campuses in Barcelona, Spain; Geneva and Montreaux, Switzerland and Munich, Germany. I also have a Bachelor of Business Administration (BBA) degree from Simon Fraser University in British Columbia, Canada in 1989.
My professional designations include the Registered Financial Planner (R.F.P.) in 1995, the Certified Financial Planner (CFP) in 1996 and the Canadian Investment Manager (CIM) in 2005.
I am also the author of the book, Financial Planning for Snowbirds, published in 2000 by CCH Canadian Limited.
I work with you to develop your achievable roadmap based on your goals. I then build the high quality portfolio to get you there. Financial planning advice is included so that if ‘life happens to you’, your goals aren’t derailed in the process.
I work directly with a select number of families. Your being involved helps you become more knowledgeable about investments, controlling risk as well as our making better investment decisions for you.
Please contact me directly at 1.604.288.2083, extension 2.