As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
I have been in the financial services business since 1995. I live and work in the Walnut Grove area of Langley. I celebrated my 37th anniversary with my wife Dallas in April 2012. Together we have two grown sons, who are both married, and three grandsons.
I bring a wealth of experience and knowledge to the table with my experience as a financial advisor and with 19 years as an account executive in the telecommunications industry. I spend time with each client to understand their dreams and wishes to put together a plan that will work for them.
"People don’t plan to fail, they fail to plan."
Member - North Langley Community Church
Making suggestions to reach your long-term financial goals in life, retirement and providing for future generations are some of the problems I help people solve with the full support of our team at Flann Financial Group.
Analyzing the situation and solving problems is what I’ve done throughout my career. Now I do it with a financial focus and a team of financial advisors behind me. By listening to your needs and concerns, I’m able to help you plan your future wealth strategy with a full range of financial services, insurance products, group benefit plans, segregated funds and tax effective strategies.
With the support of my wonderful wife, I’m fortunate to have a house and actively raise our three children in the community in which I grew up. In Walnut Grove you’ll find me an active member in my community supporting my children’s activities, attending local events and volunteering my time.
I’m proud to be the long-standing PAC president of my children’s high school as well a member of both the Walnut Grove Business Association and Valley Business Link in order to have a trusted group of local business people to draw upon.
Meet with me and our team of financial advisors so together we can find a way around obstacles and better solutions to achieve the wealth and peace-of-mind you deserve in your financial portfolio.
My priority is to ensure that each of our clients receives thorough, well-researched answers to their questions. I also support the Flann Financial Team reviewing the investment fund line-up. And I am the primary assistant for our Mandarin-speaking clients.
An asset is my 20+ years of experience in the financial services industry which contribute to each task and clients needs. I was a member of the management team for a leading multi-national insurance company in Taiwan/China/Hong Kong. Then 14 years ago I brought these skills and industry experience to Canada where I have been able to leverage this "insider's knowledge" to advise and advocate for my clients, both business owners and new Canadians alike.
"It is so rewarding to see my clients with big smiles because they now have peace of mind, knowing that they finally have a big picture and they are steering with confidence to make financial decisions. I especially love working with new Canadians and helping them become rooted deeper and integrate more on this beautiful land I am proud to call home. That's such an incredible feeling for me!"