What I do!  Since 1993, I have been given the opportunity to help people become what they want to be.  I take pride in knowing that what I'm doing has meaning in other peoples lives, hence the reason I choose to focus on developing long term, multi-generational relationships with a selective group of individuals and corporations.

Who I am!  I am married to Ruth and we have three daughters; Jillian, Sophia & Samantha. When I am not spending time with my family and friends, I enjoy playing ice hockey, mountain biking, skiing, and coaching youth soccer. We currently reside in sunny South Surrey, British Columbia.

The Introductory Meeting!  In the initial meeting I will:   

Highlight what you should expect.

Discuss what is important to you.

Determine if there is an opportunity to further our relationship.

Where we Meet!  I know that your time is valuable and I want you to get the most out of the time we have to spend together so my preference is to meet in an office environment instead of around a kitchen or dining room table.

Areas of Expertise!  I have specialized in the following life-changing events:

• Retirement Planning & Transition
• Job Change
• Divorce Settlement
• Providing for a Surviving Spouse
• Caring for Aging Parents

Quote About Relationships

"The only man who behaved sensibly was my tailor;

he took my measurement anew every time he saw me,

while all the rest went on with their old measurements and expected them to fit me."
- George Bernard Shaw

*Insurance products provided through multiple insurance carriers.