- 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: 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: 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: RBC Dominion SecuritiesAllison was born and raised on a dairy farm in Bornholm Ontario, and has been involved in rural and agricultural landscapes her whole life. Mix her background in agriculture with her passion for financial services and she is proud to be your “City Suit with Rural Roots!” In 2017, she joined the Buchanan Group of RBC Dominion Securities based in 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: 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: Cougar Global InvestmentsWilling to do Public Speaking?: YesPublic Speaking Topics:
Wealth Management
Investment ManagementRaised in Winnipeg, Craig currently lives in Toronto with his wife and two children. He is an active competitive youth hockey coach, and love comparing notes on various neutral zone forechecking strategies. Craig has extensive experience writing and speaking about issues related to professional development, practice management, and the wealth management business. Craig is Head of Wealth Management for Cougar Read more...
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Tag: Wealth management
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