Biography

Len has been in the financial industry for more than 15 years. He works with clients on all aspects of their financial planning, investment and insurance needs. Len graduated from the University of Toronto, Victoria College with a Bachelor of Arts and went on to become a Certified Financial Planner (CFP) in 1999. The CFP designation identifies individuals who are dedicated to the highest level of professionalism in providing financial planning advice. Len attained the Chartered Life Underwriter (CLU) designation in 2004. This is a designation for professionals who specialize in advanced insurance and estate planning solutions.

Prior to moving to British Columbia, Len ran a successful financial planning practice in Ontario from 1996-2006 and was a Branch Manager before selling the practice and moving to the White Rock / South Surrey area.

Len has worked for two different major North American mutual fund companies. He held roles as a Vice President and Regional Marketing Director with Putnam Investments and as a Regional Vice President with Invesco Trimark.

Len is a member of Advocis (The Financial Advisors Association of Canada), a professional members association for financial advisors. Over the years, Len has worked to advance the professionalism of the industry by serving various boards including:

• Advocis – The Financial Advisors Association of Canada
• National Board Member – Finance Committee, Chapter Advisory Council, Board Liaison, Governance Task Force, Chair Audit Committee, Chair of hearing panel
• Canadian Association of Financial Planners
• National Board Member – Co-Chair Membership
• Ontario Association – Board member
• Central Ontario Chapter – Past President, President, Professional Development Director

On a personal note, Len and his wife, Sharon moved to White Rock / South Surrey in 2006. Len now shares his time between Summerland and the lower mainland. In his spare time, he enjoys playing tennis, squash, curling, fishing, gardening, skiing, golf and walking their dog Toby. Len enjoys both living and working in the two communities. Len likes to give back to the community and volunteer. Len currently serves on the board as Vice-President of the White Rock Tennis Club.

In 2011, Len opened the Summerland branch and partnered with Bob Wareham.