Craig established our Kelowna office in 1995. He graduated from the University of Victoria with a degree in economics and earned his Chartered Accountant designation in 1987. Prior to joining Fraser Financial, he worked in public accounting firms and as a controller in private industry.

 

Craig volunteers as Treasurer for the Starbright Children's Development Centre and is a member and Past President of the Kelowna Estate Planning Society. He is also the past chair of the Central Okanagan Foundation and the Okanagan Committee for Junior Achievement.

 

Craig’s practice is focused on wealth accumulation and preservation and he uses his tax and business experience to build tax efficient financial strategies for his clients. He believes that risk management, low-fee investments, and academic-based investment research are critical elements for his clients’ long term financial success