- Company: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. 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: LifeLegacy Wealth Management Inc.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 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... - 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: 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: Clarity Wealth SolutionsRyan has spent the last fifteen years working with professionals, business owners, farms and families. He views every client situation as unique with specific needs and looks forward to finding a solution together to meet their goals. Prior to working with Clarity, Ryan spent almost a decade working with an investment firm dealing with High-Net Worth clients, business owners, farms Read more...
- Company: Stark & Marsh CPA LLPCraig earned his Bachelor of Science in Agriculture from the University of Saskatchewan in 2010 majoring in Soil Science and minoring in Agribusiness. Later that year, Craig began his articling career with Stark & Marsh CPA LLP, earning his CPA, CA designation in 2014. Craig is currently enrolled in Texas A & M’s Executive Program for Agricultural Producers which primarily Read more...
- Company: Edward Jones InvestmentsRick has 11 years of experience in the Financial Advice Industry. He was born and raised on a mixed farm north of Westlock. Currently, Rick lives in Leduc with his wife and 4 children. He has a passion for sports as a former athlete and now a coach in both hockey and football. Rick has coached football at the University level Read more...
- Company: Peters Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Retirement, Tax, Risk Management, Wealth Management, Cash & Debt Management, and Keeping peace in the family.
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... - Company: Clarity Wealth SolutionsRoland 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...
- 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...
- Company: IG Wealth ManagementWilling to do Public Speaking?: YesPublic Speaking Topics:
Investment Planning with World Class Sub-Advisors
Retirement Planning for Farmers
Estate Planning for Farmers
Debt PlanningAndrew is the leader of the Andrew St John & Associates Investment Team. Andrew has been helping generations of families strategically grow their wealth, plan for business succession, and manage investment assets. Andrew’s expertise is in applying comprehensive wealth concepts to individuals & corporations. Andrew helps families and business owners to enhance their financial situation by minimizing tax, maximizing cash 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...
- Company: Assante Capital Management Ltd.Ted has been an investment advisor since 1987 working with a broad range of clients, including small business owners and farmers. He was born and raised on a farm and is currently part of Assante’s Ag Group which specializes in all aspects of wealth planning for Canadian Farm families. Ted completed the Canadian Securities Course in 1989 and achieved his Read more...
- Company: Prairie Wealth Planning ConsultantsWilling to do Public Speaking?: YesPublic Speaking Topics:
Estate Planning
Succession & Exit Strategies
Retirement PlanningMember: FPSC, ICM Read more...
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Tag: Retirement planning
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