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- Company: Raymond James Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
_Sustainable investing
Kim is the founder of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with high and ultra-high net worth families, entrepreneurs, corporations, and charities to achieve their financial goals. Kim obtained her Bachelor of Commerce from the University of Victoria. Her entrepreneurial spirit drew her to the financial services industry, where she began in Read more... - Company: Doug StevensonI have been involved in the agricultural sector for over 35 years. My involvement has been as a cattle producer, an agricultural banker, an agricultural consultant and as an arbitrator/mediator. My education is a BA in economics from Queens University and I have a Livestock Production Diploma from Olds College. I have worked with the Federal Government and both Alberta Read more...
- Company: Thom & Associates Financial Planners Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Estate, Executor Planning
Spendthrift trusts; How I can help my executor now, Estate downsizing, Busting Myths about Probate, Role of the EexcutorKen Thom entered the financial planning industry in 1993 after a long career in business and marketing. In 1995, he opened the doors of Thom & Associates Financial Planners Inc as an independent brokerage located in Kelowna. Pauline Murray CFP, AIC, AIAA joined Ken in 1997 as VP of Administration. Originating from a Saskatchewan farm family, Ken has seen first Read more...
