949A Fitzgerald Avenue
Courtenay BC V9N 2R6
Branch Manager: Steve Johnson
My goal is to work closely with you, the client, to understand your personal circumstances and create an investment portfolio that meets your long-term objectives.
I have been in the investment industry since 1999 and joined Leede Jones Gable in 2004. Prior to Leede Jones Gable, my career started at Levesque Beaubien (National Bank Financial) and I continued to build my business at BMO Nesbitt Burns. For over five years I was also an instrumental part of Leede’s Syndication and Corporate Finance department.
Outside of business, my favourite activities include spending time with my family, coaching sports, golfing and snow shoeing.
The most important aspect of an investment portfolio is that it is designed to meet your individual needs as the client. I spend a great deal of time and focus on understanding how I can manage your long-term goals and cash flow requirements. Although my clients may be at various stages in life, the parallel for all clients is a relationship based on trust.
– Wealth Management
– Cash Flow maintenance
– RRSP, RRIF, TFSA, RESP
– New Issues and Corporate Financing
– Shaughnessy Golf & Country Club
– Volunteer coach at the Comox Valley United Soccer Club