Senior Financial Planner
B.Comm, CFP®, CIM® in
Email: [email protected]
Ray delivers comprehensive wealth management services, with a focus on tax and financial planning, to many of our high-net-worth professionals, senior corporate executives and business owners.
Ray has pioneered a deep discovery process designed to help clients live their lives in possibility, with passion and on purpose. The process involves being a champion for clients, which means everyone involved agrees to be held accountable for their actions or inaction. He is willing to have the tough conversations, when necessary, should things go sideways. When clients are living their lives to the fullest, that’s when Ray feels fulfilled in his role.
Ray began working with Frank in 2005 and became a partner in 2007.
Life Outside Of Work:
- Adventures out to the coastal mountains for some back country camping trips with friends and family
- Enjoying summer trips to Naramata and visiting the local wineries
- Getting out on the golf course with friends to perfect his swing