“Experience is one thing you can't get for nothing.”
Oscar Wilde

“Observing and commenting, it is a piece of cake.
Experiencing and sharing, that is a piece of work.”
Toba Beta,

“Experience is a question of instinct about life.”
Oscar Wilde

Regulatory Licensing

  • Life & Accident Agent - Currently licensed under the Insurance Council of BC
  • Sub Mortgage Broker - Currently licensed under the Mortgage Brokers Act through Financial Institution Commissions of BC (FICOM)
  • Past Exempt Market Dealing Representative - licensed under The British Columbia Securities Commission (BCSC)
  • Past IROC Registered Representative - licensed with BCSC
  • Certificate - Business Finance Consultant

Having over 22 years of financial services industry experience managing the wealth and raising capital for individuals and businesses, Walter is well versed in utilizing the tools that are available to build wealth or to provide solutions to earn income through many unique opportunities. Having focus on the “business for self” entrepreneur/professional who drive and have earned their wealth from operating businesses, Walters experience is uniquely positioned in offering solutions for hard driving entrepreneurs.

Walters initial business experience started early, operating a janitorial business at age 12 while later entering into more formal business relationships in his early twenties by acquiring franchise rights for retail operations in Thunder Bay and Edmonton. Building strong management experience along with developing numerous “concepts”, Walter obtained a good reputation as an “outside the box thinker” while consulting with and for, entrepreneurs on their business needs and locating capital for investment or growth. After a successful operating career, Walter received further education in professional investment through financial services training from some of the best financial institutions in Canada, culminating with extensive capital procurement experience for real estate and public companies.

This extensive experience in operations, financing and investment knowledge, provides for real time and real world solutions for Walters clients.

Hobbies and Personal Interests

A long time soccer fan, playing regularly in the two local Men’s leagues, with a history of giving back to the Community through coaching youth soccer and participating on local Club Boards. Walter also plays a decent game of Squash and enjoys Crossfit training to stay healthy.

A Proud and strong supporter of his wife Donna, who operates a successful Kelowna based private swim and soccer instruction school We teach Swimming, and a devoted father to his daughter Susan, who is working hard to be a competitive swimmer and soccer player and overall great gal.

FOR PROSPECTIVE CLIENTS

You will find Walter able to function effectively in today’s busy and technically challenging environment, while sensitive to the concerns that this economically challenging and fast paced world clients/friends find themselves. Having a broad range of real world experience; there are not many investments or capital raising situations that have not been seen or a solution provided for from Walters experienced hand.

While all investing or financing solutions bear some degree of risk, having lived and breathed these potential risks first hand, Walter shows strong fiduciary responsibility to his clients.

Call or stop by and share a coffee or tea.

It could be a little time well spent.

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