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I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

With decades of high-level executive experience spanning multi-property hospitality ownership, large-scale corporate operations, and sports management, I bring a rare blend of strategic oversight, operational discipline, and deep empathy to the estate and executor advisory space. Having managed large teams—including overseeing hundreds of staff as a general manager for McDonald’s corporate operations—and successfully owned and operated four freehold hotels and a resort, I am exceptionally well-equipped to handle high-stakes environments, complex logistics, and sensitive family dynamics. Furthermore, my lifelong passion for legal studies underpins my rigorous approach to navigating estate administration challenges. Working closely in tandem with financial advisory practices, I help bridge the gap between technical planning and practical execution for families during major life transitions.

Proposed Services

• Executor readiness and advisory roadmap planning

• Coordinating multi-disciplinary estate tasks (working alongside accountants, lawyers, and financial professionals)

• Estate management guidance, organization, and timeline tracking

• Facilitating smooth administrative transitions and supporting families through complex estate responsibilities

Credentials & Professional Background

• Extensive background in Senior Business Ownership, Corporate Management, and Legal Studies

• Track and Field Manager, Okanagan Athletics Club

I am a Self-employed Financial advisor since 1990. Mutual  Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.

Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients.  We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies.  We also help people assist with their changing insurance needs throughout their lifetime.  

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.