|250-718-7232 ext. 5|
For me - Planning is Success. During my 29-year career in a senior leadership role with an industry leading transportation company, I saw first hand the benefits of both a Defined Benefit and Defined Contribution Pension Plan. However, along the way, I also met with countless people that had no pension at all, and many of them were not saving near enough for retirement. This is a growing problem in Canada and after intense soul searching, I decided to make a career change so I could help those around me plan for a successful future and retirement.
I love numbers because they explain the truth. Building a sound financial plan that is both measurable and achievable, in a language that people understand, comes naturally to me. Nothing makes me happier than seeing the light go on for a client when presenting these comprehensive plans. Connecting the dots becomes an easy thing to do when the dots are well laid out.
When I’m not in the office, you can find me with my wonderful wife and two fabulous children. Every Season of Life has us being active together - Boating on the waters of Lake Okanagan, quading and trail riding at our family cabin in Coalmont, Skiing the local mountains, or travelling the world exploring new places and cultures – we love having family time together. Each and every day I look forward to the next adventure with my family and my clients.