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.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.