Growing up on the small gulf island of Hornby, I learned the value of trust, community, and impact from a very young age. Moving to the city from a small town to pursue school and athletics as a teenager required me to take on a great deal of independence at a young age. After attending the University of Victoria, and starting my career in the financial industry in 2016, I have found it incredibly rewarding to build a life of meaningful work and meaningful relationships around Socially Responsible Investing (SRI).
My goal as an Investment Advisor is to work closely with clients to understand their personal objectives and circumstances, and to build financial strategies that both meet their unique needs and align with their moral compass. I believe myself to be a passionate young force in the Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) spaces. I hold the Responsible Investment Specialist designation awarded by the Responsible Investment Association. At my core, I believe that individuals working together can change the world for the better and that we all benefit by doing so.
I allocate a great deal of time and focus on understanding the long-term goals and cash flow requirements of my clients, then designing financial solutions appropriate for their stage of life. I believe long-term relationships are built on trust, transparency and understanding.
Whether you are looking for a cash savings account, an RRSP, TFSA or RESP I would be happy to help you reach your financial goals.