My diverse experience and unique international perspective has proven invaluable in my work with high net worth families, both Canadian and international. Keeping a strong focus on wealth preservation, I help clients build wealth, plan for retirement, manage risk, optimize their tax strategies, and plan for succession.
Throughout the course of my professional career, spanning almost thirty years, I have practiced law, worked in international trade, investment banking, and financial services. Now a Vancouver based wealth management professional, I have lived and worked in Canada, Asia, the United States and Bermuda. After practicing law in Edmonton for five years and working in Taipei for a Canadian retailer, I moved into the financial services business in 1992. As managing director of an investment banking firm, I was involved in the financing and operations of several companies, which gave me valuable insights into the needs of my entrepreneurial clients. In 1995, I joined Assante as one of its founding shareholders and moved to Bermuda to build their international platform. As Managing Director of Assante Asset Management Bermuda Limited, I developed and managed Assante’s International Private Client Program.
In 2002, I returned to Canada, where I continued to build my wealth management practice using a process that is very disciplined and team-based. Clients have access to a dedicated private client manager, tax and estate lawyers, accountants and CFA’s. I serve as quarterback for all components of a client’s wealth plan, working closely with their professional advisors to ensure that the plan is successfully implemented. The end result is a coordinated wealth plan that meets all of the client’s current and future needs.