Essential Things To Know
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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
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*Insurance products provided through Dundee Insurance Agency Ltd. |
