- Company: Maple Creek PartnersWilling to do Public Speaking?: YesPublic Speaking Topics:
Intergenerational farm & Wealth Transfer/ Succession Planning
Elder Planning Issues - Longevity & Aging-Related Awareness & Consequence PreparednessPete Aarssen began his career in financial services in 1983. He then spent the next 34 years in sales, sales management and executive leadership responsibilities with the Great West Life group of companies. He and his wife Shelley have lived in several cities throughout Ontario and Pete has professionally supporting his parent firm’s efforts by working throughout all of the Read more... - Company: J. Beal Financial Services Inc.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...
- Company: Boys Financial ServicesWilling to do Public Speaking?: YesPublic Speaking Topics:
Anything related to working with farm and small business families on sale, succession, retirement or estate planning
Raised on a mixed farm in England, earned his National Diploma in Agricultural Engineering (Honors) in 1969, emigrated to Canada in 1970, worked in the farm equipment business for 27 years. He started in financial services in 1997, now in his 23rd year as a financial advisor in Central Alberta, as the financial quarterback for farm and small business families. Read more... - Company: M.R.E. Financial Services Corp.Born and raised in Saskatchewan. Have been serving families and business owners as a financial advisor for over a decade. More information on Jeff can be found at www.MREFinancial.com Financial planning and advice in the areas of succession planning, estate planing and retirement planning. Products offered include various investment and insurance solutions when deemed necessary. Read more...
- Company: Green Private Wealth CounselWilling to do Public Speaking?: YesPublic Speaking Topics:
- Life & Disability Insurance
- Off farm investing or post-sale investingPortfolio Manager/ Insurance Advisor Green Private Wealth Counsel David Harris is a Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) certified by the Financial Planning Standards Council (FPSC). David grew up in Embro, Ontario and lived in Alberta for 10 years holding management positions in the hotel industry. David began his financial services career in 1999 as a Read more... - Company: Jacobsen Financial Consulting Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Corporate Insurance
Succession Planning
Investing off the farm
-I grew up on a working ranch, at 21 married a rancher and spent the last 20 years learning how to make the farm viable. I have been in the investment and insurance industry since 2003 and love every minute of it. I enjoy helping my clients plan ahead, not only for retirement and everyday life, but finding ways to Read more... - Company: ATA Financial Group Inc.Jeff grew up in Lang, Saskatchewan, a rural farming community between Weyburn and Regina. As a Financial Advisor out of Weyburn, he works with clients in Manitoba, Saskatchewan and British Columbia. Jeff has been around farming his entire life, having grown up on a grain farm a few miles outside of Lang. He still helps out how he can Read more...
- Company: Credential Financial StrategiesKim 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...
- Company: Hub Capital Inc.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...
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Tag: Life insurance
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