I am an Estate Planner at Sagemark Consulting, where my primary responsibilities include working with clients to implement and update their estate plans. With over 44 years of experience in the financial services industry, I have dedicated more than 35 of those years to Sagemark. Before joining Sagemark, I spent a decade working at Manulife, which provided me with a strong foundation in the field.
I obtained my Bachelor of Arts in Economics from the University of Manitoba in 1973, and I am proud to be the third generation in my family to serve in the financial industry as an estate planner. This legacy fuels my passion for helping clients and their families understand and choose the estate plans that best suit their needs.
What motivates me most is the pleasure of seeing clients educated and empowered by their estate plans. I find great satisfaction in witnessing the results of planning implemented 10, 20, or even 30 years ago. I believe the greatest value I can provide to my clients is comfort and confidence in their financial futures.
I grew up in Winnipeg, Canada, with a Scottish upbringing, which has instilled in me a strong sense of tradition and dedication. Now, I live in Naples, Florida, with my wife of over 40 years. Together, we have two wonderful adult sons. In my free time, I enjoy skiing, cycling, playing golf, and collecting wine. These activities allow me to relax and enjoy life, complementing my professional commitments.