Doug has been delivering wealth management services to families for more than two decades. He welcomes the opportunity to provide professional guidance and expertise in achieving your financial goals. 

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Doug can provide his services in BC, Alberta and Ontario, and his comprehensive approach includes everything from investment strategies, income tax and estate planning, to life and disability insurance needs assessments.

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While working with clients to get a detailed understanding of their current and future goals, Doug is able to offer a broad range of customized investment solutions.

Doug and his wife Heather are the proud parents of two young children. He enjoys coaching community football, camping, skiing and enjoying the active lifestyle that the Okanagan has to offer.

Direct Phone: (236) 420-5832 I Direct Fax: (236) 420-5842