- Company: ATB FinancialWilling to do Public Speaking?: YesPublic Speaking Topics:
Managing cash flow
Managing your financial risk
Farm succession planningI carry the outrageous belief that banking can change people’s lives for the better. I am a Business and Agriculture lender, I am grateful that my role gives me an opportunity to be ever loyal to my customers, relentlessly inventive and steadfastly genuine in ATB’s pursuit of Albertan’s greater good. We want to make banking work for Albertans, by doing Read more...
- Company: New Farm ConsultingWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Business and Estate Succession Planning.
Professional CollaborationsWho I am: I’m a Certified Business Facilitator, an Estate Preservation Consultant and Professional Planning Advisor. I am not a farm crops management advisor. But… I am a member in good standing with the Canadian Association of Farm Advisors (CAFA). I have a dozen testimonials from clients and professional colleagues including lawyers, accountants and financial services advisors. Read more...
- Company: BMO Nesbitt BurnsWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Financial Planning
Retirement IncomeI pride myself in finding the best investment strategies to reach the income and growth goals for my clients. I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title. Read more...
- Company: Father & Son FinancialI’ve worked 30+ years in financial services and since 1987, my team and I have worked hard to create a safe place for families, business owners and individuals become financially independent. I enjoy spending time with my family including our 4 legged friends Ace and Charlie, playing on the golf course and “cheering on” my hockey team. There are many Read more...