JEWELL, Ryan: B.Comm., CFP®, CLU

Ryan has over 15 years of financial service experience and specializes in working with corporations and business owners in areas of investment, protection and succession planning. He obtained his Certified Financial Planner (CFP) designation in 2010 and Chartered Life Underwriter (CLU) designation in 2015 and is an active member of the Canadian Association of Life Underwriters (CALU).

Ryan continuously looks to enhance his knowledge and practice and has found his niche in working with professional accountants to identify clients’ needs earlier on in their operations and with a more holistic approach. Utilizing best practices across multiple disciplines and working with professional accountants has allowed the ADVICO team to be able to develop comprehensive plans covering all aspects of financial, insurance, tax and succession planning as well as builds long lasting relationships with our clients and partners.

Ryan also has a strong sense of community and family. He served as the youngest President in history on the Sherwood park Chamber of Commerce and is actively involved in all aspects of his three children’s sporting activities, either as a coach, volunteer or as proud father.

I’ve been working with farmers for over 5 years assisting them with their insurance planning & risk management. Additional services provided are estate planning, succession planning & estate equalization.

Member: Alberta Insurance Council, FP Canada™