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As an Investment Advisor with StellerVista MoneyWorks in Cranbrook, British Columbia, I bring over 20 years of experience in financial planning and wealth management. I specialize in creating tailored financial plans while also selling securities, mutual funds, and life insurance products. In my role, I am committed to delivering comprehensive financial solutions that empower clients to achieve their financial goals. By blending academic insights with real-world expertise, I strive to make a positive impact both professionally and personally, guiding individuals and families toward financial security and prosperity. Beyond my professional duties, I actively contribute to York University in scoring financial planning assignments. I have been married to Anne Craig for over 27 years and together we have raised 2 amazing children, now adults, Connor and Kimber!