Tag: Business succession planning

    BRADFORD, Richard: B.Sc., P.Ag., CFPⓇ, CAFA®

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    Company: LifeLegacy Wealth Management Inc.
    Willing to do Public Speaking?: Yes
    Public Speaking Topics:

    - Value of Fully Integrated Financial Advice
    - Farm Succession & Intergenerational Transfers
    - Retirement Planning
    - Estate Planning & Preservation

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     I am the president and 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 Read more...

    STRATULAT, Kim: CFPⓇ, CAFA®

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    Company: Credential Financial Strategies
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    Kim has been in the financial services industry for the past 36 years. He first began his career with RBC in 1984 and remained with RBC through to 1995. He was located at several locations in Sask., providing personal financial services and solutions (both investments and lending). In 1996 Kim was hired by Investors Group as a financial consultant and Read more...
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