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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 and
works with a few brokers as a branch manager in the Mutual Fund
side of the business. 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 likes to think he is retired, yet he
still puts in longer work weeks than those supposedly working
full time.
Larry
has been active in the past as president of the B.C. Mainland Chapter of
the Chartered Life Underwriters and Chartered Financial Consultants and
as a voting member of the Insurance Council of B.C. Larry has been a guest on a numerous financial radio talk shows, taught both CAIFA continuing Education courses the LLQP exam preparation course. Larry was a regular lecturer for Pro-Seminars’ Continuing Education programs and 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. When not working, Larry and his wife Jeanette can be found enjoying the waters of the Gulf of Georgia on their sailboat "Pacific Psalm". . Ask Larry a question e-mail Larry
Canadian
Initiative for Elder Planning Studies Inc.
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