-
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:
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: 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: 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: Powell & Partners WealthBorn and raised on a livestock and grain farm in Saskatchewan, as part of a family farm everybody learned to work. I am second generation farm planner as I grew up with both of my parents were advisors working with farmers. I started as an insurance advisor in 1980 working with anybody that would listen. It did not take long Read more...
-
Company: CIBC Wood Gundy - The Promhouse Financial GroupWilling to do Public Speaking?: YesPublic Speaking Topics:
Cash flow
Investing
Wealth TransferAs a First Vice-President and a holder of the prestigious Certified Investment Manager Designation (CIM®), Don Promhouse is responsible for providing financial and estate planning advice to his clientele. He currently manages 550 million dollars of what he calls his partners’ assets. He was named as one of Canada’s Top Advisors in 2021. Background After completing his Bachelor of Read more... -
Company: ProPlan Group - The Co-OperatorsWorking with farm families, myself and my team are able to provide risk management and estate planning expertise. Solutions are individual to the farm family and customized to meet your needs. Offices located in Drumheller, Three Hills and Beiseker Farm Transition Planning Farm Estate Planning Farm Risk Management Wealth Management Member: Advocis, Alberta Insurance Council Read more...
-
Company: Raymond James Investment CouncilWilling to do Public Speaking?: YesPublic Speaking Topics:
Wealth Management
Investment ManagementCraig brings over 20 years of experience in the wealth management industry to the table. Over his career, he has held leadership roles in a variety of organizations that have focused on meeting the needs of both individual and institutional investors. He is the founder of Lexicon Financial Group and established a relationship with Raymond James Investment Counsel in August Read more... -
Company: CIBC Wood Gundy - The Promhouse Financial GroupMichael has been in the financial services industry since 2017. He holds a Bachelor of Business Administration Degree along with a Bachelor of Science in Biology. He has received numerous scholarships and achievements throughout his university career. Michael works closely with Don and Jon to build client presentations for retirement & estate planning perspectives. He is fully licensed to place Read more...
