Since 1978, Lyle has dedicated his career to developing effective solutions for
Individuals, Business Owners and Professionals in the areas of Succession
Planning, Income Replacement, Risk Management, Wealth Transfer and Tax-
Efficient Capital Growth and Preservation. He has been featured in such
publications as the Investment Executive, Wealth Professional, Vancouver Sun,
Toronto Star and Montreal Gazette discussing such topics as Tax Deferring,
Investments, Health Care and Long-Term Care.

Throughout his career in the Financial and Insurance Services Industry, Lyle has
made a commitment to quality work. Through consistent effort and reputation for
outstanding service, he has built a solid clientele and expanded his business
through referrals from satisfied clients. He is a member of Advocis and his
Designations include CLU (Chartered Life Underwriter), CHS (Certified Health
Insurance Specialist), EPC (Elder Planning Counsellor) and CPCA (Certified
Professional Consultant on Aging)

Mutual funds are provided through his Mutual Fund Dealer, Quadrus Investment
Services Ltd.

Lyle is Past President and a Charter President/member of two Rotary Clubs …
White Rock Millennium and White Rock Peninsula PHS. He actively practices
Rotary’s moto – “Service above Self”.

Locally, he has supported the South Surrey/White Rock Learning Centre (alternate
high school), as well as the South Fraser Women’s Services. Lyle is past President
of the Young Men’s Adventure Weekend Society of BC (YMAW) – a group of men
dedicated to mentoring young men ages 12-17. He believes strongly in the values
of this organization and has been honored to watch some amazing transformations
over the past 25 years.

Lyle’s hobby is Bee Keeping.

Lyle resides in White Rock, British Columbia with his wife Pat. They have two
adult children, Jared and Channing and 3 Grandchildren – Emma, Maire and Asher.
Lyle enjoys golf in his spare time – but will not quit his day job.