Stratego Financial / Manulife Securities Incorporated

I am a Certified Financial Planner with over 12 years in the Financial Services industry. I am dual licensed, holding both a Securities license and an Insurance license. Prior to entering the industry, I worked in the High Technology industry holding several positions in Engineering and Management. I also hold a Professional Engineer (P.Eng.) designation and have my MBA with the University of Phoenix.

What I do is to "engineer financial game plans for people's lives". I understand client's hopes, goals and dreams and put together strategies to allow them to be able to accomplish their goals. There are three areas I specialize in:-
1. Wealth Creation - Growing your wealth so that you can achieve the lifestyle you want;
2. Wealth Protection - Putting together contingency plans to protect what you have;
3. Wealth Transfer - Transitioning wealth to your kids and grand-kids in a tax efficient manner;

I love to network and cultivate relationships for my clients and friends. I currently belong to the Vancouver Board of Trade and have been active for the past five years. I currently serve as an Ambassador.

I have also belonged to Business Networking International (BNI) (BNI Power Chapter) from 2005 to 2014.

Disclaimer -
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through myself.

Manulife Disclaimer: http://www.manulifesecurities.ca/disclaimers/