Frequently Asked Questions

Q. How do I become a client?

A. Simply email us with a request for a pre-appointment kit. We will email you a questionnaire to help organize your thoughts prior to our first meeting, which we call a “Discovery Meeting”.

Q. What type of clients do you work with?

A. I work with clients who seek help with the big financial decisions so they can enjoy life with confidence.

Q. How large a portfolio is required to become a client?

A. I work with client families that typically have between $500,000 and $5,000,000 in combined assets to invest. This is often comprised of some combination of registered, personal, and corporate investments.  Our branch has qualified advisors that specialize on clients in other life stages and asset ranges.

Q. What are your qualifications?

A. I earned my Bachelor of Commerce degree from the Sauder School of Business at the University of British Columbia and am licensed by the Financial Planning Standards Council of Canada as a Certified Financial Planner. I am licensed to give investment advice as a Registered Representative with Assante Capital Management (member CIPF) and have my level 2 Insurance license in British Columbia. I also have earned the Canadian Investment Manager (CIM) designation and successfully completed the Socially Responsible Investing Certification Program.