Place Category: Red DeerPlace Tags: Beef, Blue chip divident portfolios, Cattle, Critical illness insurance, Dairy, Disability insurance, EFT, Estate planning, Financial planning, GIC's, Grains, Health & dental plans, Life insurance, Lines of credit, Mortgages, Poultry, Private pools, Private wealth management, Retirement planning, Savings accounts, Segregated funds, Succession Planning, Tax Planning, Travel insurance, and Wealth management
Raised on a mixed farm in England, earned his National Diploma in Agricultural Engineering (Honors) in 1969, emigrated to Canada in 1970, worked in the farm equipment business for 27 years. He started in financial services in 1997, now in his 23rd year as a financial advisor in Central Alberta, as the financial quarterback for farm and small business families. MDRT qualified for 15 years, and as an Elite Advisor with Manulife. Partners with like-minded professionals, including MNP and Grant Thornton – to provide a team approach for his clients. Has sold his practice to 2 younger Advocis Members, and working with them for two years to ensure client continuity and retention to the new owners.
Born and raised on a mixed farm in England, trained as an Agricultural Mechanic, earned my National Diploma in Agricultural Engineering, moved to Canda in 1970, worked for New Holand Farm Equipment as their service rep for Central Alberta. Then moved to work as their combined harvester service analyst in New Holland, PA, USA, promoted to be a rotary combine specialist working with the field test division helping develop the TR70 New Holland’s first rotary Combine. I moved back to Alberta to help market and train dealers on servicing and operating the first 50 machines. Then moved to Fairview, Alberta, as the Peace Country Sales rep for two years, then transitioned to becoming a partner in a new Farm Equipment dealership in Grande Prairie. Worked there for eight years as the service manager, then moved to Stettler, Alberta, to work as a sales rep for a New Holland Dealership. So 27 years in the farm equipment business in a wide variety of positions.
I have worked the last 23 years here in Stettler as an Independent Financial Advisor working with a wide range of clients while moving to work with farmers and small business owners using the business skills I learnt while in the farm equipment industry. I plan to work for one more year as an advisor, then retire and decide what to do and where my wife and I might relocate to in order be closer to our children.
Member: Advocis, MDRT
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