Dave Chilton

I'm going to start with a little bit of your background.

Went to UBC and you have your CFP, you have your CLU.

I think you have your CIM as well.

Do you not?

Well, you still have the knowledge that taking the material provided.

So you may not have the formal designations behind your name.

But you have that.

Now, you mentioned that you had been in the AUM business, the Assets Under Management business, with PWL, one of the better firms in the country, no doubt, and some of the people we've had on the show and have enjoyed immensely.

And six months, nine months ago, you announced you were going to leave, go into a quasi-retirement and figure out what's next.

And you've emerged with an advice-only firm specializing in helping physicians.

I think you very cleverly called it Finance, P-H.

That sounds like a Dave Chilton type name.

I like it.

That's very creative.

Tell us about the thoughts behind the move.

Yeah, I've heard many rumors that your wife is much sharper than you are.

Well, honestly, I mean this very sincerely.

I'm glad you came back.

You're a very sharp guy.

You can add a lot of value and-