Larry has specialized in working with clients who wish to access the liquid dollars within their Canadian corporations in a very tax efficient manner.  This money can then be used in the short term by the clients and their families or can be passed down to children or grandchildren in future years in an extremely tax efficient method.  Larry also works closely with agents providing them with unique sales ideas and concepts to help them provide effective solutions for their client’s problems. He is familiar with all aspects of the industry, having been an agent, manager, sales trainer, lecturer, seminar coordinator, head office director, and a Marketing Director.

Larry is a student of the Insurance Industry having started over 35 years ago in the financial field, after graduating from UBC with a Bachelor of Commerce, (B.Comm) majoring in Marketing and Finance.  He is continually upgrading his knowledge and participates actively within the industry.  He currently is a licensed member of the professional Financial Planners Standards Council and as such is eligible to use the CFP (Certified Financial Planner) designation.  He also holds his CLU and CHFC designations, awarded to those who have successfully completed many years of comprehensive, University Level courses in many areas including Estate Planning, Pensions, Insurance and Government Benefits.  Larry is also an FLMI (Fellow of the Life Management Institute). 

Larry is a past president of the B.C. Mainland Chapter of the Chartered Life Underwriters and Chartered Financial Consultants and continues to remain an active volunteer within the industry.  He recently finished a term of six years with the Insurance Council of B.C., as both a voting and non-voting member.
He conducts advanced seminars on Estate Planning, Estate Creation, Estate Preservation, Critical Illness, Long Term Care Insurance and Segregated Funds.  His seminars and one-on-one sessions provide factual as well as sales ideas to help agents become proficient, successful salespeople.

Larry writes numerous articles for financial planners and has also put together a booklet to help B.C. seniors realize the need for personal long term care insurance.  He also put together a training course to help agents understand Long Term Care Insurance as it relates to Canada’s aging population. 

Larry has been a guest speaker on the Canadian Association of Insurance and Financial Advisors (CAIFA) audio Digest, which was distributed quarterly to all members and has been a guest on a numerous financial radio talk shows.  In the past he was a regular presenter at the CAIFA continuing Education courses and is a regular lecturer for Pro-Seminars’ Continuing Education programs.   Larry also regularly moderates an ongoing 6-7 week course preparing new agents to write the new LLQP exam.  Most recently he is one of the founding faculty members for the Canadian Initiative for Elder Planning Studies (CIEPS) course leading to the EPC (Elder Planning Counselor) designation.

Larry says, "When I am not working I can be found enjoying the waters of the Gulf of Georgia with my wife Jeanette on my sailboat Sun Drifter!" .

Ask Larry a question  e-mail Larry