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

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Doug currently provides his services in BC, Alberta, Ontario and Saskatchewan.  His comprehensive approach includes portfolio solutions, retirement planning, income tax minimization and estate planning, as well as insurance needs assessments.

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

When not at the office, Doug is out enjoying the active lifestyle that the Okanagan has to offer.

 

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

Office Phone: (250) 860-6587 I Office Fax: (236) 420-5841

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