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Why Work with Me?

When you work with me, you'll have an advocate who understands:

Professional Financial Advice and Support:

I deliver financial strategies that are tailored to the needs of clients.  I adhere to the standards set out by Canada's financial advice standard-setter the Financial Planning Standards Council.  I believe the highest value that an advisor can bring to his or her clients is building a plan for them and helping them stick to that plan through good and bad times.

Evidence-Based Investing:

I believe in evidence-based investing, and encourage clients away from behaviors that will hurt them in the long run – like trying to pick hot stocks, the next hot fund manager, or calling market tops or bottoms.  The evidence overwhelmingly shows that investing in a low-cost, broadly-diversified portfolio and staying the course produces a superior result for investors in the long run.

Executive Pay:

Professionals, especially in high-tech, often receive compensation in non-salary forms like commission, employee stock options, deferred stock compensation, and bonuses. I can help you analyze the details of your program, how and when you benefit from it, and how this compensation flows into your personal planning.

To view my list of services, click below:

Services & Fees