Vince has over 30 years of professional experience in the financial services industry and is a co-founder and principal of Promerita’s Strategic Wealth Planning practice.

Vince was a member of a major insurance company’s product design team where he helped to price and design the company’s first universal life insurance product for the Canadian marketplace; he also led the training and development of financial advisers across Canada.  This early exposure to key fundamentals of insurance pricing and structure were the foundations of his branding.

Vince works almost exclusively through Centers of Influence (COI’s) as an extension of their service for providing guidance in implementing a solution that everyone understands, and therefore owns and buys into. It’s all about education.

In an effort to enhance his brand, Vince believes in continual learning.  He has an MBA in Finance, a CFP, and completed his Family Enterprise Advisor (FEA) designation in 2013.  Vince volunteers his time as much as possible – he is past president of the Estate Planning Council of Vancouver (which was a 6-year commitment) and is the technical insurance consultant and expert to 4 major non-profit organizations and foundations.

When not working, Vince still works on his branding.  He volunteers his time on the board of the Vancouver Chopin Society which brings preeminent pianists to Vancouver for recitals.  He has also achieved the Level III Advanced Wine Certification through the WSET program, and has taken the French Wine Scholar program, completed the two levels of the Science of Wine Tasting course and just finished the Winemaking Choices in the Cellar course. Vince will explain how he implements his hobbies into his branding!