Senior Wealth AdvisorScotia Wealth ManagementWhite Rock, British Columbia
I welcome exploratory conversations to see if there’s a fit between what you’re looking for and the way me and my team serve clients.
I enjoy tailoring investment portfolios and financial advice to help clients achieve their goals. I work best with established families and business owners with more complex investment, tax and family circumstances. However, those with simpler financial needs also value knowing that we can handle whatever surprises life might provide.