is an inter-provincial business consultant with over 25 years of experience in financial services with the Royal Bank, London Life Insurance Co. and Freedom55 Financial.  He is a Certified Financial Planner (CFP), required to annually meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.  Additionally, he holds the Certified Health Insurance Specialist (CHS) designation; the premier credential for financial advisors in the Canadian health insurance market. This designation focuses on expertise in all areas of health insurance, including income replacement, critical illness, long-term care, disability, and employee group benefits.

And, in his spare time, he's a passionate fitness enthusiast and member of the 7Marathons on 7Continents Club.

Designed to Complement


is a people leader with a passion for performance and planning, and over a career spanning 25+ yrs, has worked with various organizations in industries including cooperative finance, insurance, retail, pharmaceutical, manufacturing and warehousing, providing advice and counsel in the many areas of practice under the Human Resources umbrella.

A firm believer in continuous improvement and life-long learning, she holds Certificates from BCIT in both Human Resources and Leadership, earned her Master’s in Professional Communication from Royal Roads University, specializing in International & Intercultural Communication, and is pursuing the ICD.D designation through the Institute of Corporate Directors. Mandie is recognized by CPHR BC & Yukon with the Chartered Professional in Human Resources (CPHR) designation and The Society of Human Resource Management as an SHRM-SCP.

More than a Unique Combination​​


​​We bring an extensive background in Human Resources Management, Mergers & Acquisitions, Risk Management, and Financial & Tax Planning.  Relying on our passion for people and planning, we offer a customized personal service; taking a dynamic, partnered approach to strategy and tactical operations.

With a unique combination of skills and experience, coupled with broad exposure to business, we are positioned well to work with our clients. 

Our Aim is to provide strategic, purposeful advice and guidance to help manage risk, people, and finance - the trifecta of succession.