I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
I have been an Island resident since 1990, learning most of my values in Greater Victoria, living in Saanich, Sidney, and now Sooke, listening to those with more experience than me and learning what builds a community and a home. The biggest lesson I learned is that Stress, Fear, and Embarrassment destroy a community more than anything else. To work against that, I chose to become a Financial Security Advisor, to empower my clients to make informed decisions while respecting the emotional charge around anything to do with money.
I began my career in the financial industry in 2004 when I started work with RBC DS as an assistant. I was a terrible assistant; the role did not fit my vision of supporting and educating people and building the community, so I left and started my financial practice in 2005. I bounced around a little, learning different methodologies and styles from organizations like Clarica (Now SunLife) and independent contractors in various industries and enhancing my listening and communication skills. I then joined Freedom 55 Financial (Now Canada Life) in 2006. There, I found my voice and the structure that allowed me to start to fulfill my vision. I did well as an advisor and accepted a management position in December 2007. I spent eight years in that role, recruiting, training, and supporting advisors as they become capable, beneficial, and respected - traits I believed financial advisors should possess. Again, I did well. Repeatedly, I received national recognition as a top 10 manager in the company. I loved my role, but being the first in and the last out while often putting 60-80 hours of work a week kept me from my family. By 2015, I knew I wanted to spend more time with my kids, to see them grow instead of just passing out cuddling them when I got home. To affect that change, I stepped out of management but remained with the company as an advisor. I thrived in this new position and followed my vision of who and what a Financial Security Advisor should be. I was generous with my time, capable of solving problems, and helped guide my clients to informed decisions while being both a respected confidant and a respected member of the community.
Now, I enjoy working with my clients, engaging with my community, and being a Dad to my two kids. I'm living the vision I had when I was in my 20s while continuing to grow and morph as a person.