About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

View more options

Helping rural communities plan for their financial future

Let’s work together to create a plan that focuses on reaching your goals while protecting what matters most. I work with underserved sectors in rural areas that need financial services, such as:

• working families,
• new immigrants,
• business owners,
• entrepreneurs,
• tradespeople,
• pre-retirees and
• retirees.

I take an individualized, non-systematic approach, because individual needs are different for each Client. I first understand where you are and what your goals are. Then I work on creating a tailor-made plan to help you achieve your budget and dreams.

My office is in Vernon, British Columbia. I’m happy to service the rural areas of northern Okanagan, Cariboo, Northern BC, and Whitehorse. I also offer virtual appointments for Clients throughout Yukon, British Columbia and Alberta. My services are available in both English, Japanese and Spanish. Contact my office to book your appointment. 

Since 1999, I have worked in the financial industry helping governments, financial institutions and large corporations. With an educational background in mathematics, this career makes a lot of sense for me. My extensive experience in finance gives me the ability to work with many different people along their journey. I utilize my experience that I gained in cutthroat instructional finance to try and protect Clients. I am blatantly direct and honest in my approach. I hope each Client I work with can sleep better at night knowing they have a plan in place.

Having moved to Canada in 2016 from Japan, I understand the needs of new Canadians entering the country. It makes me happy to work with rural communities throughout Yukon, British Columbia and Alberta.

It is rewarding to see Clients make a complete turnaround in their personal financial situation and gain confidence in their financial health and well being.

When I’m not working, I love flying my cessna throughout western Canada and visiting new places and new Clients. I also enjoy taking pictures and exploring new sights. I am a father of two and a husband to my beloved wife.