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 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...

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...

I have been helping insurance professionals, brokers, financial planners and in turn Canadians manage risk and plan for a prosperous future since 1994. My unique combination of experience, education and honesty has helped me develop successful strategies and results. I have extensive expertise in Life Insurance, Retirement planning and Estate planning. In addition, I have worked in Business Succession planning, Read more...

Allison was born and raised on a dairy farm in Bornholm Ontario, and has been involved in rural and agricultural landscapes her whole life. Mix her background in agriculture with her passion for financial services and she is proud to be your “City Suit with Rural Roots!” In 2017, she joined the Buchanan Group of RBC Dominion Securities based in 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...

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...

Roland has spent over twenty years dealing with professionals and business owners and almost fourteen years in financial services. He has worked with clients ranging from individuals and business owners to some of the largest Fortune 500 companies in North America. Prior to joining Clarity, Roland spent almost a decade in sales and management with a large private firm. He 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...

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...

HARVEY TRIBE, CFPⓇ is a Certified Financial PlannerⓇ Professional who has worked in the financial services industry for 35 years, the past 30 in an advisory role for personal, small business and agricultural clients. By using the big-picture approach, I currently assist clients and prospects to figure out how to meet their life goals, put their plan into action and Read more...

Member: FPSC, ICM Read more...