I have had the pleasure of working with Colin the last 10 years starting at Sun Life Financial with our Estate and Retirement Planning service for high net worth individuals and families. It was through this close work together that I gained a strong admiration for not only his professionalism and credibility, but how he dealt with people in delicate financial situations and helping that act on the factual advice we were offering. Colin is also a true giver with his time and resources in helping other advisors succeed in dealing in complex planning situations. I consider Colin one of the smartest and most professional advisors I know in the financial services industry, and more importantly a loyal and honest friend.
Sean Peach, CFP, CLU – Financial Advisor, White Rock, B.C.
I worked with Colin for a number of years at Sun Life Financial in his role as Director – Estate and Financial Planning Services. In that time I had come to admire his professionalism, his sense of humour and his brilliant work. His honesty and integrity are second to none and he is most knowledgeable in all areas of Estate and Financial Planning. It was my privilege to work with him.
BA, CPA, CA, CFP, RFP, CLU, FMA, TEP
Director – Estate & Financial Planning Services
Sun Life Assurance Company of Canada
Colin was most helpful to me by having both the financial planning and tax knowledge to generate the “big picture” ie an overall financial plan that included estate planning. This from a fairly complex starting point. He is very patient, taking the time to be sure I understood the steps, and provided a written summary of meetings and an action plan. The best part is that he is unbiased, with nothing to sell, which sometimes is not easy to find. I always felt I got good value for the fees he charged, and I know he gave me extra time and advice that was not billed.
S.D. – White Rock, B.C.
Colin provides great advice based on our best interest. The product he sells is his knowledge and expertise on all aspects of estate planning and not some financial product. It’s awesome that he is flexible around your schedule and will meet you wherever it is convenient for you…and he has been known to bring baking to our meetings.
Liz and Gavin – Vancouver, B.C.
Colin was a perfect lawyer for us, he was able to visit us and get a good understanding of our situation, he then researched any of our concerns and got back to us with great suggestions. Colin was quick to get the paperwork done and was able to get things signed by conference call. I would and do recommend Colin to any and everyone who needs a lawyer, he is great.
Judy and Irv – Terrace, B.C.
If you want an Attorney or Financial Planner who is smart, ethical, and top notch, Colin is the one for you. He has an “easy to talk to” manner which helps you fully understand what is being discussed. He gives his clients his all, gets the job done, and leaves you knowing it was a great experience and well worth the time.
Rick and Susan – Terrace, B.C.
Colin is an excellent lawyer when it comes to getting things done thoroughly and efficiently. He helped us through the process of estate planning while also incorporating documents that needed updating, at a reasonable cost. We were able to meet in our home for convenience as well as receive legal drafts via email – always receiving quick and thoughtful responses to our questions. Finding a way to facilitate signing documents with the entire family was a little tricky. However, Colin was patient and good humoured through it all. We would happily recommend him to friends. In fact, we already have!
Tara & Alan – Vancouver, B.C.