Lyle has been a certified financial planner for over 12 years in both management and in an advisory role. In his experience, he has seen clients rejoice with the birth of a new addition. He has seen tragedy with the death of a client’s family member. He has seen businesses succeed with great decisions and seen businesses struggle and fail because of poor planning.
With the encouragement of family and friends Lyle decided to branch out and create a financial planning company that is a little different. Lyle looks at all the aspects of life, and will help navigate and make recommendations based on a proven philosophy- that people come first.
Lyle comes from a farming background where he knows the value of hard work and perseverance and applies that to his business and his dedication to his clients. Lyle became a Certified Financial Planner (CFP) in 2010 after completing the education, experience and ethical components required by the Financial Planning Standards Council (FPSC) and has been a member in good standing including two years as a professional ambassador for the council. Lyle is also a proud Rotarian and is actively involved with Canuck Place Children’s Hospice in Abbotsford.
“This is the book for you if you graduated High School having no financial literacy, and were frustrated with the lack of preparedness the school system instills in young adults once you graduate. The goal of this book is to challenge the reader to analyze your behaviours and spending patterns.
By analyzing your behaviours, you will then be armed with the right tools to understand how credit works, how taxes work, and how to keep more of your hard earned money.”