Dallas grew up around his father’s financial office which planted the seed for him to begin his studies in the wealth management field in 2011. After finishing the Canadian Investment Funds Course and obtaining his Life Insurance License, Dallas began working as an Advisor with a large wealth management company.
Dallas quickly grew a strong passion for learning new ways to help people achieve their financial goals. In 2013, Dallas joined an Insurance company helping advisors understand how to better use the products they offered. Dallas obtained new and innovative ways of utilizing insurance and financial products to achieve wealth planning goals.
In 2015 Dallas and his wife Laura decided the timing was right to get out of the lower mainland and put down roots in the beautiful Creston Valley. Dallas joined his father’s office in late summer of 2015 applying strategies and concepts he learnt over the years. Dallas continues to pursue more knowledge obtaining his CHS, CSC, and attending many continuing education conferences.
When not working Dallas enjoys golfing, skiing, and exploring the Kootenay’s with his wife Laura, son Zane, daughter Tenley, and dog Lexie.