Meet the Team
At Elementus we’ve been passionate about entrepreneur community and their families, since 2006. We create and guide generational wealth, build lasting relationships, and celebrate your successes with you, along the way.
Certified Financial Planner, President
As President of Elementus Wealth Management, I am a forward-thinking, big picture Certified Financial Planner (CFP) with a team and firm committed to working with successful entrepreneurs, incorporated professionals and small to medium-sized businesses.
My firm provides expert advice in corporate and personal wealth accumulation, protecting assets with insurance and retaining and attracting talented and loyal employees through group benefits and pension plans. I hold my CFP professional designation and have been a qualifying member of the Million Dollar Round Table (MDRT) since 2017. MDRT is a worldwide qualifying continuing education group reserved for the top 1% of advisors internationally. My strengths and area of focus are personal and corporate wealth accumulation for West Coast entrepreneurs and business owners.
Having lived in Vancouver, Whistler and now Victoria and being an avid West Coast real estate investor (I co-own a design-focused real estate development company with my wife, Julia) I know the cornerstone of many successful portfolios is real estate. Most financial advisors are not experienced or educated in the West Coast real estate market. They struggle to build a real estate acquisition strategy, multiply it into wealth accumulation and ultimately design a retirement income plan while anticipating the major tax implications caused by the growth of the West Coast real estate market.
I differentiate myself from other financial advisors and planners with a specialization in what I call “Entrepreneurial Wealth Management". My corporate, personal and legacy financial plans incorporate building wealth with real estate (whether you have one or multiple properties), tax effectively drawing income from businesses and real estate, transferring wealth to family members, and mitigating future tax liabilities arising from aggressively growing capital gains. Effective wealth accumulation focuses on both the growth of assets and tax-saving strategies. My unique skill set with 15+ years of financial planning expertise and my background in West Coast real estate investing and development makes working with me the obvious choice for successful individuals growing their wealth and investing in real estate.
My financial planning process combines experienced analytical thinking, vast knowledge of insurance and investment strategies, and most importantly open communication. Working with me you will immediately notice I am an approachable listener. I take pride in building long-term successful relationships by listening to clients - everyone has a different vision of success and it is important I learn yours to best help you achieve your goals.
My financial planning process is highly customized and ever-evolving. Plans are designed after learning as much as possible about the client; what financial success means to the client, knowledge and comfort levels with market risk, if real estate is an interest as a portion of their portfolio, financial goals and timeframes of when these goals are to be achieved. A customized plan is designed to help clients achieve their unique goals while maintaining their desired lifestyle. As life stages change (marriage, children, etc) and lifestyles improve, so do personal and corporate goals. As your planning partner, I will continually evolve your plan to best meet your goals and maintain your desired lifestyle throughout our working relationship.
Nature, family and community are where I am happiest. I can be found snowboarding, hiking, paddleboarding, and living a healthy and happy lifestyle in our beautiful West Coast backyard with my family of seriously the coolest, strongest, fiercest, kindest and most inspiring females I know- my wife Julia and my daughter...oh and our Goldendoodle, Kemper - she’s super awesome too!
Vice President, Group Benefits Division
As Vice- President of Elementus Wealth Management Group Benefits, I am a client-focused professional practising a modern approach to employee benefits. The modern workplace and workforce is evolving and I believe employee benefit plans need to mirror the changing and diverse workforce’s needs to be effective in attracting and retaining top talent.
A major challenge in today’s changing and diverse hiring landscape is the difference in wants of talented, younger generation up and comers and wants of experienced veteran leaders. Talented up and comers and experienced industry leaders are both highly coveted by employers and a well designed modern benefit plan will acknowledge these important differences helping to create a successful, motivated, loyal and diverse workforce with varying lifestyles and life stages.
After graduating in 2008 with a degree in Statistics and Mathematics from UBC, I was an independent, successful financial advisor with Freedom 55 Financial focused on employee group benefits. In 2013 I sold my practice to Elementus Wealth and left the financial industry to open one of Vancouver’s first fully female-owned independent restaurants- Chicha Restaurant. Chicha was a lot of work, a lot of fun, and more successful than we ever imagined. Commercial highlights were being featured in the New York Times and Forbes magazine but the most incredible highlights are the lifelong friendships made with regular customers and staff that have become like family.
Due to city redevelopment, I closed Chicha and I returned to employee group benefits; joining Elementus Wealth in 2019. My business owner knowledge gained through experience allows me to better understand the client, the challenges they face, and the ability to solve for what is most important in priority. I learned multitasking to the nth degree, managing and forecasting cash flows, and building success are most easily and enjoyably done with a loyal team of talented, motivated, healthy and happy individuals. But the most important thing I learned is how valuable time is for business owners- with a constant list of actions that need your immediate attention, time is precious. Therefore, a major consideration is time; my process is well thought out, organized, efficient and concise- I am always prepared and always mindful of a business owner’s time.
My unique background provides a superior employee benefit product and experience for the client. My analytical and mathematical education allows me to calculate and negotiate fairly and aggressively, my years in hospitality guarantee an above and beyond client service experience, my real-life knowledge of owning a business allows me to propose solutions and processes that make the most sense for a business owner, and my 8 plus years designing and brokering employee group benefits has allowed me to foster preferred brokering partnerships with top-rated carriers. Choosing to work with me the client ensures they are listened to and their modern benefit plan is effectively designed for purpose and brokered for the most competitive rates and the product and the client service throughout the process always exceeds their expectations.
Based in Vancouver, you can find me on the ski hill, dining at a small independent restaurant in the city, or on a travel adventure somewhere in the world...probably eating at a small, local, independent restaurant there as well!
Tax & Estate Planning Team
Chartered Professional Accountant (CPA) Certified Financial Planner (CFP) Tax & Estate Planner (TEP) Chartered Financial Analyst (CFA)
Our team of tax and estate planning consultants have an extensive background in advising entrepreneurs and affluent individuals on their estate planning, wealth transfers, estate equalization and estate maximization to provide the specialized services needed to create customized financial solutions.