Tag: Wealth management

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...

Portfolio 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...

Shawn 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...

Born 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...

As 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...

Michael 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...