I am the co-founder of LifeLegacy Wealth Management Inc. an independent fee-for-service financial planning firm located in Red Deer, Alberta. We offer comprehensive financial planning services to our clients on a fully integrated basis (i.e. includes personal, corporate and family trusts). Our clientele is comprised of farmers, business owners, professionals and retirees.
Services include: Investment Planning (Investment Management is provided by Fiduciary Trust Company of Canada), Retirement Planning, Tax Planning, Farm Succession, Divorce Settlement Planning, Estate Planning & Preservation, and Risk Management Planning. Risk management services include insurance and living benefits planning. We have a team of specialists who provide customized group extended health benefits solutions to address the insurance needs of our incorporated business owners.
I have a dairy farm background, a B.Sc in Agriculture, and have served farmers throughout Alberta for over 43 years. My experience as a Professional Agrologist includes 5 years as a District Agriculturalist, 6 years as Grains Manager in the Canola Processing Industry, 12 years as a Commercial Banker / Manager Agriculture and 18 years as a Certified Financial Planner.
Member: FP Canada, Advocis
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