Raised in Vernon British Columbia, Calvin’s career has focused on finance and marketing with experience in publishing, construction, office systems, management consulting. Since 1994, he has been following his true calling, using his experience and education to advise families navigate multi-generational wealth.
- MBA (EXEC)
- Professional Financial Planner (PFP, CSC,CPH, Canadian Securities Institute)
- Life Insurance Agent
As an outgoing “people person”, Calvin believes in a full and varied life, with strong commitment to the essentials of life: family and community. As a proud dad and step-dad, he understands that family is always foremost. Active in his community his entire life, Calvin has served as a board member of numerous community charities and societies including:
- Community Foundation of the North Okanagan (Director, finance, grants and board renewal committees)
- Estate Planning Counsel
- Rotary Club of Kalamalka (Grants committee)
- Vernon Winter Carnival (Vice chair, and various capacities from the age of 16)
- Kinsmen Club (20 years)
In his youth Calvin was an elite, national athlete and now enjoys his leisure time cycling, hiking, camping and quadding in the local back-country, travelling to sunny destinations, creating gourmet meals and savouring fine scotch.