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I have worked as an investment advisor with ScotiaMcLeod since July 2005 and have been a financial
advisor for 20 years. Clients rely on me for financial and retirement planning counsel as well as
continuing investment portfolio advice. My family of five is very important to me, as well as, they are a
great source of inspiration. Community is also most important to me. I have been a volunteer for over 20 years. My fundraising activities include working with the Canadian Coast Guard Auxiliary, YM/YWCA and groups that have helped build a skate park and an outdoor sport court for the teens in my neighbourhood. I am an avid Rotarian and the current President of South Cowichan Rotary (Mill Bay).
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and
the required investment returns to meet your goals. I establish and deliver on your personal plan
through a disciplined process. Through this process I closely monitor your portfolio and advise you on
the required actions to keep it on track to meet your long-term goals.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to
providing my clients with objective analysis, professional advice, and prompt service on the financial
issues that are of importance to them.
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Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients with peace of
mind through ongoing trusted advice and personalized solutions.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from
Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to
provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
1803 Douglas Street
Suite 400
Victoria BC
V8T 5C3
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Additional Team Members:
Harlene Prach, Administrative Associate
(250) 389-2163
harlene_prach@scotiamcleod.com
Gary Barker, Insurance Consultant
Joseph Taylor, Senior Will & Estate Planner
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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