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Kirk joined NextLevel Financial (Money Concepts) in 2005, and is currently the Managing Partner. Since becoming a partner in 2011, Kirk has increased his ownership of NextLevel Financial as well as his position through the years. 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 has 4 high-value, independent advisors, and 5 full-time staff; all dedicated to providing superior advice and service.
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 decrease stress, and avoid complications for their families.
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. Kirk currently serves on the Board of Directors for Chilliwack Economic Partners Corporation (CEPCO) and is a Commissioner on the Cultus Lake Park Board. In the past he has served as President on the Board of the Chilliwack Chamber of Commerce, as well as on the Board of the Chilliwack Downtown BIA. In all this he also remains active in his local church and in his spare time he enjoys his family, biking, playing music, hiking, hitting the slopes in the winter, and swimming and barbequing in the summer.
