Certified Financial Planner (CFP)
Registered Financial Planner (RFP)
Pre-Retirement Planner (PRP)
Certified Divorce Specialist (CDS)

RECOGNITION/HONORS/AWARDS

2001 A Dalbar Rated Financial Professional Seal (Only 1 of 10 across Canada)
2000 A Finalist Advisor's Magazine Advisor of the Year (1 of 12 across Canada)
1995-1999 A Nominated Customer Service Excellence Awards, Maple Ridge Chamber of Commerce
1997-1998 A Nominated Business Person of the Year, Maple Ridge Chamber of Commerce
1996-1998 - Presidents Club Member - Chairman's Club Member -(Money Concepts Canada Awards)
1998 - Millionaire's Club Member
1999 - Eagle's Club Member - Century Club Member - Professional's Club Member(Money Concepts International Awards)

INVOLVEMENTS

Current
- Faculty : College for Divorce Specialist
- Commissioner : Economic Advisory Commission
(Advisory body to Maple Ridge Mayor and Council)
- Editorial Board Member: Canadian Journal for Financial Planners
- Teaching Adult Education School Distr. #42- Financial Planning
- Director Canadian Assoc. of Financial Planners (BC)
- Media Committee : Annual Convention : International Academy of Collaborative Professionals
- Speaker at Professional and Civic events
- Author Your Dollars, Your Divorce Self-Counsel Press