I have work experience since 1992 in financial planning and investment management. This includes four years at a fee-only financial planning company, 12 years at CIBC Wood Gundy and since 2010 with Lycos Asset Management. I also have been teaching the course, Securities Fundamentals (FMGT 4620) at BCIT since 2014.
My education includes a Master of Business Administration (MBA) degree in 1990 from EU Business School – a private business school with campuses in Barcelona, Spain; Geneva and Montreaux, Switzerland and Munich, Germany. I also have a Bachelor of Business Administration (BBA) degree from Simon Fraser University in British Columbia, Canada in 1989.
My professional designations include the Registered Financial Planner (R.F.P.) in 1995, the Certified Financial Planner (CFP) in 1996 and the Canadian Investment Manager (CIM) in 2005.
My community service includes being the Treasurer of the Burnaby French Language Preschool (Aug 2017 to Aug 2019), Director of the Memorial Society of British Columbia (2010 to 2013), Chairperson of the Parish Education Committee of Saint Francis de Sales Elementary School (2007 to 2008). I am also the author of the book, “FINANCIAL PLANNING FOR SNOWBIRDS,” published in 2000 by CCH Canadian Limited.
I work with you to develop your achievable roadmap based on your goals. I then build from blue-chip dividend paying stocks and bonds the high quality portfolio to get you there. Financial planning advice is included so that if ‘life happens to you’, your goals aren’t derailed in the process.
Benefits to you are investing your money wisely by selecting the right asset mix, good investments, sheltering income from taxation and controlling risk.
Eliminating, reducing, and deferring taxes so you have more money growing faster to meet your goals. Protecting your family against devastating financial losses – like the death, disability or illness of the family breadwinner, property loss, theft or damage and liability claims.
Designing an effective estate plan that’s crafted to distribute your estate according to your wishes, minimize tax and transfer costs and protect your legacy from a variety of creditors.
I work with a select number of families. You work directly with me and you call me direct. I want you to have all the time you need with me. I prefer you owning high quality income oriented investments directly. Lastly, I work together with my clients and look forward to answering your questions and hearing your ideas anytime or at our periodic meetings. Your being involved helps you become more knowledgeable about investments and controlling risk as well as our making better investment decisions for you.
Please contact me directly at 1.604.288.2083, extension 2.