Investment Fund Advisor with Investia Financial Services Inc.
Eric started in the business in 1977. After an initial period as a representative; he went on to two separate management careers. For the last ten years he has been an independent producer and principal of Lidemark Financial Group Inc. Eric was elected to Advocis Chapter Board in 2006. He has sat on the Advocis Program committee since 2006, and has been chair of the Program/ Sponsorship Committee since 2009. Eric chaired the Chapter Board Governance committee in 2010 and led the review of the Chapter Board Nomination procedures, Chapter Operational Policies and the Chapter Board Terms of Reference. He has contributed to three Advocis national committees – Communications, Sales and Marketing, Centennial Committees (2004-2006). Eric is a Past President of the Advocis Vancouver Chapter and as Treasurer worked on the integration of CAIFA/CAFP BC into Advocis Greater Vancouver. Eric received his CLU designation in1983 and was the Dunstall Medal award winner for BC. He was President of the BC Mainland CLU Chapter in 1988 – 1989 and won the DeHaerne Award that year for best chapter. He was a member of the CLU Institute Board of Trustees in 2004-05. Eric and his wife Jackie will be celebrating their 25th wedding anniversary in 2010. They have one son, Kevin, 24.
2011 – CHS – Certified Health Insurance Specialists
2009 – RHU – Registered Health Underwriter
2001 – Branch Manager for Mutual Funds
1999 – Mutual Fund license (British Columbia)
1996 – CFP (Certified Financial Planner) – recognized as the current standard in financial planning and license must be renewed annually.
Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.
Insurance products are offered through our managing general agency.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.