Tag: Insurance

Mike is a Chartered Accountant, Certified Financial Planner, Certified Investment Manager and also has his Level II Insurance license.  With over 18 years experience in the financial advisory business, the Armstrong Wealth Management Group provides a comprehensive suite of wealth management services. We work with families, business owners and farmers to protect and grow their financial assets and help provide 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...

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...

As your Cafa team, we understand the challenges the farming, and ranching communities face. Peters Wealth Management’s role is to provide a holistic plan covering Taxes, Cash Flow, Investments, Debt, Insurance, Hedging, Retirement, and a fully vetted succession plan. We build a relationship with your CPA, Lawyer, and act as your quarterback for everything in between. Our practice does not 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...

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...