Gary brings a lifetime of experience to the financial services industry. In 1974, Gary graduated from SAIT with an Honours Applied Arts Diploma in Hotel Restaurant Management. In 1977, his passion to help people brought him to the life insurance industry.
What Gary Does for You:
Gary's role is to guide people as they develop and implement
their personal financial and business plans. Gary's review can
include wills, enduring powers of attorney and directive letters.
Other important financial documents such as shareholder agreements
are also incorporated into the plan.
Gary has two questions for you:
Gary reminds clients that our best years are likely the current ones rather than the future ones. At 65 years of age, a couple may have 10 to 15 years together while the female may live alone for 15 years or more. No matter where you sit on the measuring tape of life, a good financial plan is crucial.
"By using your wealth early and helping, but not spoiling children, they get a good start in life. Planning and conserving the wealth you have acquired is vital and my goal is to limit the amount of interest and fees our clients pay the banks and government."