I was one of those kids interested in money from a young age – had a Kool-Aid stand at age 6 and shoveled driveways for fifty cents at age 8. After growing up in Kelowna, my love of numbers led me to graduate as an electrical engineer from the University of Washington in 1982. I finally figured out where I should have been and moved into the investment business with Bache Securities in 1985.
It has been a busy 35 years since then! We now have a team of eight to look after clients of all ages and backgrounds. My specialty on the team is portfolio management for our Dividend Value portfolio, institutional investing for charities, unions, and universities, and US cross-border clients. Outside of work, I served as Chair for the University of Victoria Foundation for nine years and then returned to it six years ago.
I am licensed to practice in Alberta, British Columbia, New Brunswick, Ontario, and Yukon, as well as in six U.S. states.
I am married with one son. In what spare time I have left, I am a competitive local runner, work my small farm, and write science fiction.