He’s been called by the financial media “…brash, outspoken and informal..” And he wouldn’t have it any other way. With over 35 years in the financial business, in all kinds of market conditions, he has seen it all…the good, the bad, and the real ugly.
He started only armed with a Bachelor of Commerce degree from the University of Saskatchewan; then a CLU designation from the Institute of Chartered Life Underwriters of Canada; then a CH.F.C. designation from the American College and Canadian Institute of Chartered Financial Consultants: became a member of the Canadian Association of Financial Planners in 1986; was one of the first Registered Financial Planners (RFP) in Canada; and also one of the first Certified Financial Planners (CFP) in Canada; and is a Charter Member of the Institute of Advanced Financial Planners. (IAFP)
Awarded by Advocis, the Certificate of Distinction for excellence in client service; a Life & Qualifying member of the worldwide organization of the Million Dollar Round Table (MDRT), and also a member of their distinguished “Honor Roll”.
Never afraid to speak his mind he has addressed many private, public and industry groups across Canada on areas of wealth management and financial services, and published numerous articles on various areas of financial, wealth and retirement planning.
He’s an advisor, an author, a dad, and has sat on many boards and advisory councils of major financial institutions. His clients are comprised of many wealthy individuals, families and corporations.