I specialize in helping individuals and families gain confidence in their finances. With over a decade of experience in the financial services industry, I began my career in v...
I specialize in helping individuals and families gain confidence in their finances. With over a decade of experience in the financial services industry, I began my career in various support roles before becoming an Investment Advisor with a major bank in 2013.
In 2023, I made a significant decision to join Investment Planning Counsel, a firm that aligns with my values of prioritizing customer needs, emphasizing comprehensive planning, and valuing independence.
I firmly believe in fostering open dialogues to truly understand my clients' unique situations and provide personalized guidance. Continuing education is a top priority for me.
I have earned the Chartered Investment Manager (CIM) designation and am actively working towards obtaining the Certified Financial Planner (CFP) designation to enhance my knowledge and expertise.
Beyond my professional life, I find great joy in spending time with my wife, Eunice, and our two energetic young sons. We love engaging in outdoor activities like hiking, camping, skiing, and cooking, as these experiences not only bring us closer but also teach valuable life lessons.
At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.
Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.
Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!
We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.