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Company: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. Read more...
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Willing to do Public Speaking?: YesPublic Speaking Topics:
- Value of Fully Integrated Financial Advice
- Farm Succession & Intergenerational Transfers
- Retirement Planning
- Estate Planning & PreservationI 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... -
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...
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Company: RBC Dominion SecuritiesWilling to do Public Speaking?: YesPublic Speaking Topics:
Insurance strategies
Business succession planning
Investment management
Navigating market volatility
Financial planning
Retirement income planning
Financial literacy for non-financials professionalsMiles was born and raised in Winnipeg and is known to many Manitobans as the retirement subject matter expert. With an advisory approach rooted in diligent research, disciplined process and service excellence, Miles’s reputation was built over his many years of helping families and business owners achieve their financial goals, properly fund their retirement lifestyles and build a meaningful legacy Read more... -
Company: Westoba Financial SolutionsHi, I’m Scott Dyke, Senior Financial Planner with Westoba Financial Solutions Ltd. I have been in the financial services industry for over 18 years – seven years as a Financial Planner. I have my Personal Financial Planner (PFP®) designation which has prepared me to help members achieve their savings goals and am continuously furthering my designations and education to serve Read more...
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Company: RBC Dominion SecuritiesWilling to do Public Speaking?: YesPublic Speaking Topics:
Retiring as farmer has unique challenges
The 3 circles your family needs to be aware of
Kick-starting the next generation on your operation
Investment in land versus stocks
Treat your farm like the corporate entity it isShawn loves the challenge of helping his clients strategize and work through the complex situations they face. Having gone through several market cycles since joining the industry in 1997, Shawn has developed a highly structured process and a steady hand to guide his clients through uncertain economic times. As a licensed Portfolio Manager, Shawn is held to the highest professional Read more... -
Company: Pallister Financial Group“A well-designed financial plan can help prepare you for many of life’s challenges. Helping families and business owners protect their lifetime of work is my passion; it is what financial planning is all about.” Tom Hyde has a part of Pallister Financial for almost two decades. Tom has a well-earned reputation for honesty, integrity and giving back to the Read more...
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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: Westoba Financial SolutionsGrowing up on a farm in south western Manitoba, I learned my skills that were transferable to my senior leadership career. An Agri-Business background coupled with 24 years of financial planning experience, I am a strong believer that partnering with a professional advisory team is crucial. I have chosen to partner with Westoba Credit Union Ltd. and lead a team Read more...
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Company: Lerners LawyersLawyer Business Law Real Estate Succession & Estate Planning George grew up on a cash crop farm near London, Ontario. He obtained his LL.B. from University of Western Ontario, 1973 and was called to the Ontario Bar in 1975. He practices in association with his wife, Sydney P. Pearson, in Strathroy, Ontario, in a general practice with emphasis on Read more...
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Company: Stollery Farm ManagementI was able to put together “sellthefarmguide.ca” with the help and input of the Manitoba and Alberta Governments. This is the definitive guide to moving the Farm with all the regulations, tax and family considerations that need to be made. Our highly experienced team is able to guide Farmers and Farm Families through this complex process and so be prepared Read more...
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Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more...
