Background
Profile
I am married with two children ages 28 and 26. My commitment to my family and my community are major priorities in my life. Part of my approach is to have a healthy balance between my family life, community involvement and my career. I have been with Desjardins Financial Security Independent Network and Desjardins Financial Security Investment Inc. for the last 26 years, with 26 years of previous sales and management experience. I enjoy working with and helping people plan their financial future.
My volunteer activities include finance work at the local church where my wife and I attend. I enjoy skiing, martial arts, baseball and reading.
I have spoken on several occasions at various organizations such as: The Self Employment for Equity Group Entrepreneurs, Dogwood Pavilion, Pinetree Community Center, Kerrisdale Community center, South Vancouver Community Church, Chapter’s Books, Sprott Shaw College and BC Junior Achievers.
I am also a member in good standing of ADVOCIS, the Financial Advisors Association of Canada.
Trusting an advisor with your personal finances, for most people is easier said than done. I understand this and work at earning my client’s trust. The overriding principles, on which I form the basis of my conduct in relationships with other people, in both my professional and personal life, are honesty and integrity. I always put my client’s needs ahead of my own, and I will always provide my clients with the most straight forward, caring and professional advice available.
What Can You Expect From Me?
Honesty, Integrity, Ethics.
