Along with an exceptional team, I run a full-service wealth management practice on Vancouver Island, focused on helping clients with tax-considered total wealth strategies that align investment, retirement, philanthropic and estate plans.
I initially trained as a Chartered Professional Accountant, and went on to complete CPA Canada’s In-Depth Income Tax Program. After a number of years working with clients to execute complex tax planning at a national accounting firm, I joined the Mattenley Group at Scotia Wealth Management where I have used my experience to provide comprehensive financial advice to clients.
I also hold a Trust and Estate Practitioner designation, am a member of the Canadian Tax Foundation, and am a Past-President of the Victoria Estate Planning Council.
Away from the office, I spend time with my wife, Katy, and two young children, Claire and Alec. I coach my daughter’s soccer team, love to bike and am reasonably handy around the house.