Meet Our Team
We are your partner in life and wealth
Senior Investment Advisor
I have been fortunate enough to have been raised in Vancouver and enjoy all the great social, cultural and sporting aspects that our beautiful city has to offer. Working with a variety of charities I enjoy raising awareness and funds for Cancer Research, KidSport, The United Way and The Salvation Army. Two beautiful young children and a loving wife help keep my perspective on the world.
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.