Tag: Insurance

We are an integrated advisory practice that works with a select group of farmers, business owners, professionals and pre/post retirees and their families. We strive to be our clients’ personal CFO in all aspects of their wealth and be a key advisor in their circle of influence. Read more...

I have enjoyed 29 years as a financial advisor with Manulife and Sun Life Financial here in Saskatchewan. My wife Lori and I have 3 adult sons and we have 8 grandchildren that keep us busy. Lori is a great golfer and I am fortunate enough to get out fishing on a regular basis. Continuous learning keeps me motivated in Read more...

 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 Read more...

For over 25 years, Tim Duquette has been helping individuals, farm families and businesses, grow and protect their wealth. Working with a network of highly skilled professionals, Tim specializes in Estate, Tax, and Succession Planning Strategies. His holistic, integrated approach to wealth management both simplifies and enhances the quality of his clients’ lives. Helping people achieve their lifestyle and legacy Read more...

Ken Nesbitt has over 30 years’ experience in the financial industry, formerly as a senior partner with Deichert Nesbitt Financial Strategies and is now the owner of Nesbitt Financial Strategies Inc. As a Financial Planner, Ken’s background includes a special expertise in retirement, estate and succession planning. He prides himself in his ability to leverage the resources of various investment Read more...

HT&C Mutual is a proud member of the Mutual Insurance industry. We work locally to serve our members offering them personalized insurance needs. We specialize in Property, Automobile, Farm & Commercial insurance solutions. Read more...

As a First Vice-President and a holder of the prestigious Certified Investment Manager Designation (CIM®), Don Promhouse is responsible for providing financial and estate planning advice to his clientele. He currently manages 550 million dollars of what he calls his partners’ assets. He was named as one of Canada’s Top Advisors in 2021. Background   After completing his Bachelor of Read more...

We are The Promhouse Financial Group, a family-run Wealth Management group that has over 90 years of combined experience and expertise in assisting individual and institutional investors achieve their goals and dreams. We provide affluent families & businesses like you with financial solutions that will both sustain your current lifestyle, and also preserve and enhance your wealth for future generations. Read more...

Senior Financial Consultant focused on working with clients to help them achieve financial success, however that is defined by them. We work together to determine the client’s goals, and put a full written financial plan in place to help them achieve those goals. Planning includes investments and insurance, with a focus on tax and estate planning, all focused on long-term Read more...

Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner® (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA). Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients Read more...

I’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...

David has worked in the insurance industry since 2011 holding various positions with two of Canada’s largest insurers.  Dave specializes in helping farmers and business owners simplify the financially complex helping to create and implement a successful transition plan that minimizes tax and maximizes values.  David has experience with the family dynamics and nuances of farm operations and how to Read more...

I am a co-founder of LifeLegacy Wealth Management Inc, an independent, fee-based financial planning firm located in Red Deer, Alberta. LifeLegacy provides fee for service wealth planning services to a clientele of highly successful farmers, business owners and professionals throughout Central Alberta. Specializations include: -working with families to successfully transition their farm or business to their chosen successors. -working with Read more...

Member: FPSC, ICM Read more...