Presentations, Articles & Publications

Speaking Engagements

  • Speaker, “Planning for retirement”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2019

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 4 sessions, 2019

  • Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2019

  • Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2019

  • Co-Masters of Ceremonies, "Mastering money conference 2018 - education to action", CPA Canada, 2018

  • Moderator, "The policymakers and role of government", Mastering Money Conference 2018, CPA Canada, 2018

  • Moderator, "Preparing the next generation - succession planning and demystifying the process", Mastering Money Conference 2018, CPA Canada, 2018

  • Moderator, "Scaling businesses, insights from those in the know", Mastering Money Conference 2018, CPA Canada, 2018

  • Speaker, “Financial planning for retirement”, global freight and delivery company, 2018

  • Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2018

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 4 sessions, 2018

  • Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2 terms, 2018

  • Speaker, “Financial literacy”, local church, 2018

  • Speaker, “Financial planning for retirement”, local municipality, 2017

  • Speaker, “Effective tax strategies”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017

  • Speaker, “Planning for retirement”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017

  • Speaker, “Financial planning for retirement”, global freight and delivery company, 2017

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 3 sessions, 2017

  • Speaker, “Financial planning for retirement”, The University of British Columbia Continuing Studies, 2017

  • Instructor, Financial Planners Standards Counsel-Approved Capstone Course, 2017

  • Speaker, “Own your own financial future”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2017

  • Speaker, “How to choose and evaluate a financial advisor”, The University of British Columbia Association of Professors Emeriti, 2017

  • Speaker, “Top five mistakes start-ups make”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2 sessions, 2017

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2017

  • Speaker, “Financial stewardship”, business student’s university club, 2017

  • Speaker, “Financial literacy”, local church, 2017

  • Instructor, "Personal Financial Planning 2", British Columbia Institute of Technology, 2 semesters, 2016

  • Speaker, “Identity theft protection”, Financial Literacy Program, Chartered Professional Accountants of Canada, 2016

  • Instructor, "Fundamentals of Securities", British Columbia Institute of Technology, 1 semester, 2016

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2016

  • Panelist, “Finance Panel”, Pathways Conference, Simon Fraser University Beadie School of Business, 2016

  • Speaker, “Financial literacy”, local church, 2016

  • Speaker, “Financial planning for retirement”, workers of national grocery and retail stores, 2015

  • Speaker, “Financial literacy”, local church, 3 sessions, 2015

  • Speaker, “Financial literacy”, national church, 2014

  • Speaker, “Financial literacy”, local church, 3 sessions, 2014

  • Speaker, “Tax planning”, Society of Translators and Interpreters of British Columbia, 3 sessions, 2014

  • Speaker, “Financial literacy 101”, local church, 3 sessions, 2014

  • Speaker, “Introduction to taxes”, Young Investor Program, 2014

  • Speaker, “Income taxes”, provincial health authority, 2013

  • Speaker, “Retirement planning”, local church, 2013

  • Speaker, “Income taxes”, Young Chartered Accountants Forum, Institute of Chartered Accountants of British Columbia, 2013

  • Speaker, “Personal finances for university students”, Financial Literacy for Youth Program, UBC & UBC Consulting Club, 2013

  • Speaker, “Personal income tax update”, Financial Literacy Counsel Incorporated, 2013

  • Speaker, “Retirement readiness”, provincial health authorities, 2013

  • Speaker, “Income taxes for business professionals”, regional chamber of commerce, 2013

  • Speaker, “Retirement readiness”, provincial health authorities, 2013

  • Speaker, “Retirement readiness”, local church, 2013

  • Speaker, “Wealth preservation in retirement”, National insurance brokerage firm, 2013

  • Speaker, “Retirement planning”, local church, 2012

  • Speaker, “Income taxes”, local church, 2012

  • Speaker, “Income taxes”, local church, 2012

  • Speaker, “Income taxes”, local church, 2012

  • Speaker, “Income tax issues for the naturopathic doctor”, BC Naturopathic Association, 2012

  • Speaker, “Debt and taxes”, local church, 2012

Articles and Publications

Phone: (604)-250-8062

Fax: (866)-740-5710

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838 West Hastings St, Suite 700

Vancouver, BC, V6C 0A6