What are your goals? Do you want to learn more about how the markets work and how financial planning fundamentals fit your personalized strategy?
Ray works with a team of advisors and associates to develop your plan and to help you and your family keep on track through education, regular meetings and reports.
In his experience, emotions often lead to money management mistakes, so his job is to provide discipline, give you "peace of mind", and help you understand and link your priorities and values so you can make wise decisions. "Why" is often even more important than "What!"
He knows something of the importance of discipline, having gone on a month-long expedition to Mount Everest Base Camp! When not trekking in Nepal, he loves a good game of squash, skiing and hiking with his family right here in beautiful BC.
