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Kirk has been in the financial services industry since 2005. He remains committed to continuing education to further his knowledge and experience which ensures he provides the most current and valuable advice to his clients.
Kirk holds a designation as an Elder Planning Counselor (EPC). This valuable education enables him to understand the needs that are relevant and specific to “maturing” clients. As an EPC he recognizes that your desires and concerns evolve from your early wage-earning years, as you move toward, and through your "golden" years. His advice is always tailored to leave you in control of your finances, and ensure that over time you are keeping more of your hard earned money. Whether ALL your wealth is for you, or you are passing it on to your heirs; Kirk will help you to plan correctly. With his guidance, clients pay less tax, decrease stress, and avoid complications for their families.
Kirk joined Money Concepts Chilliwack in November of 2005, and became a partner in 2011. During the summer of 2013 the name of the firm changed from Money Concepts to NextLevel Financial Services Ltd. Services and products have continued to be added over the years and as such, a new name was chosen to reflect what our clients experience; the “Next Level” of financial advice. NextLevel Financial now has 5 independent advisors, and 5, full-time staff dedicated to providing superior service.
Kirk’s practice revolves around solid, long-term, relationships with his clients. The focus is always on increasing, and protecting their bottom line. His clients benefit from excellent communication, easy-to-understand explanations, and proven results. Most of Kirk’s new clients come from referrals; this is a testament to the quality of advice and service he provides.
Kirk lives in Chilliwack with his wife, Sara and their three children. They all love contributing, and thriving in this growing community. They are active in their church, and Kirk currently serves as the President of the Chilliwack Chamber of Commerce. Further to this, he also serves as a Board Member and Chamber of Commerce Representative to the Downtown Chilliwack Business Improvement Association (BIA), and Chilliwack Economic Partners Corporation (CEPCO). In his spare time he enjoys spending time with his family, playing music, reading, hiking, hitting the slopes in the winter, as well as boating, swimming and barbequing in the summer.