Licensed under the Mortgage
Brokers Act to act as a sub mortgage broker. Extensive
background in finance, insurance and investment products.
Certificate in financial planning by The Canadian Institute
of Financial Planning and awarded the designation of Chartered
Financial Planner. Awarded by the Financial Planners Standards
Council of Canada to be licensed as a Certified Financial
Planner. Certificate from The Faculty of Commerce and Business
Administration of UBC and the Real Estate Council of BC
as a real estate salesman and sub-mortgage broker and through
The British Columbia Real Estate Association completed
the 'Applied Real Estate' course. A member of the Mortgage
Brokers Association of BC.
Over 21 years in the financial services
industry. A licensed Certified Financial Planner able to
create estate, retirement, and financial plans for clients.
Uses mortgage products to consolidate and refinance current
Appearances - guest of the Daily Edition Chek 6 program
on insurance and estate planning;
Rogers Cable on taxation & insurance.
Radio guest on CKDA on insurance matters.
writer for the MONEY column - Elder Statesman, Today's
Times, Times-Colonist; Calgary
Herald, Saanich News & Island Parent Magazine.
Seminar Work - have given numerous seminars
to large groups of people.
training, listening to and understanding a customer's needs,
effective writing skills, extensive advertising & promotion
marketing, customer relations & seminar
work; able to work with 'young' and 'aging' cliental base and discussing
special needs and concerns in retirement income planning; debt consolidation,
mortgage financing and able to discuss needs on the family level.
STRONG KNOWLEDGE BACKGROUND
for client's viewpoints on financial health concerns,
money matters, investments, mortgages,
travel, flying (private pilot), sailing & cruising,
scuba diving, construction & design, artwork, networking,
charities, people skills.
DEMONSTRATED SKILLS AND ABILITIES
* Able to function effectively in busy
* Experience dealing with all forms of
* Patient and sensitive toward others
* Recognized as friendly and empathetic
* Work well independently and as a team
* Excellent work habits and attitude
HOBBIES AND PERSONAL INTERESTS
Single father of 4 great
children. Enjoys the challenge of being a supportative and
nurturing parent. An avid sailor for the past 13 years,
sailing throughout the Pacfic North West from Seattle to
Desolation Sound, British Columbia, with his sailboat called
Since 1992, when he earned his private
pilot's licence he has been flying throughout Canada and
the United States, while being a member of the Victoria
Flying Club - a club whose members own over a dozen aircraft
that we can use anytime.
He enjoys instructing other
mortgage brokers with the knowledge he has learned over
years in the financial services industry.
'My first interests
are in your best interests'