For nearly a decade, Ryan has built a reputation of delivering attentive, personalized service to all clients. Ryan's holistic approach to personal and corporate finance works to simplify clients' lives and help them reach their financial goals. Ryan holds his CERTIFIED FINANCIAL PLANNER^® and Registered Retirement Consultant (RRC^®) designations as he is a firm believer in education. Throughout Ryan's career, he has presented many financial literacy workshops for residents of the Okanagan Valley to learn how to better prepare themselves for retirement.

Ryan specializes in working with high-net-worth families, retirees, business owners, engineers, and medical & dental professionals. He provides them with advanced wealth planning advice, tax minimization strategies, and capital preservation solutions.

Away from the office, Ryan enjoys golfing, skiing, reading, and spending time with his family.

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