Advisors in Vancouver
British Columbia
Senior Planner
I have always been passionate about helping people and that’s not changing anytime soon, its part of my DNA.
I am always hopeful that I will get to see every one achieve their goals and dreams, but I also know that life has many challenges. We don’t all have the same strengths, tools and gifts, nor are we all at the same point on our journey through life. Sometimes we need support or counsel along the way and the team at Solomon Financial is definitely a great asset to have. As an Insurance Agent, I choose to focus on helping people create a sound strategy for the future through embracing their strengths, protecting the things that are most valuable to them and their families, and supporting them where they might need more help. I have the pleasure and pride to speak French, English, Spanish & Finance and to support my clients in the language they are most comfortable with gives me great joy. I serve clients in the provinces of BC, Alberta, Ontario and Québec for now but we never know, I might just be expanding horizons in the future.
Advisor
I have been working at Solomon Financial since the beginning of 2021 but have been helping families and friends for the past six years on a part-time basis.
I have had a 30+ year career in the Building Automation industry and currently work with analytics to make buildings operate more efficiently and improving occupant comfort. Since I was a teenager, I have had a fascination with how to get ahead financially and had tried several different approaches with varying degrees of success. It was not until I met someone who took the time to explain different strategies and help develop an overall plan. I listened and tried a few of these strategies with great success. After seeing how these concepts worked it has been my desire to assist others in getting to a similar place in their lives.
Senior Advisor
For as long as I can remember, I’ve been passionate about coaching, leading, and helping others achieve their goals. Whether it’s managing baseball teams to championships, leading the education committee at my kids’ school, or advising businesses on cash flow and asset acquisitions, my focus has always been on driving success. With over 15 years of experience as an advisor, I’ve learned that understanding each person’s unique goals is the key to delivering clear, actionable strategies that make a difference. Since 2007, I’ve helped families simplify their financial roadmaps, safeguard their future, and build wealth with confidence. Outside of work, I love golfing, savouring my daily coffee ritual, and travelling with my wife and two kids—whether that’s a big trip or cheering them on at the local swimming pool, volleyball court and martial arts mat.
Advisor
For better or worse, business practices profoundly affect every aspect of our lives. I have always wanted to build a business that focuses on creating a positive, lasting impact for all of its stakeholders.
That is why I studied socially responsible entrepreneurship in university, and work on the executive committee of a local union today. I find that as a broker in the financial industry, I can create long-term, positive change for my clients as well. When I’m not helping clients or fighting for workers’ rights, my wife and I will likely be hiking around a local lake enjoying the natural scenery here in BC.