- 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: 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: Abundance CanadaPeter Dryden Prior to joining Abundance Canada in 2014, Peter served in the corporate world spanning 22 years with Dell Inc., Royal Bank of Canada and Ambrose University, in areas of project and team management, customer experience and support, global quality and process management and information technology. He is married, with two adult children in university, and is actively involved 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: MRSB Chartered Professional AccountantsOver the past 12 years, Chris has been providing professional services in accounting, tax and business advisory to clients in Prince Edward Island and Nova Scotia. Growing up in a small community in rural PEI surrounded by farming and fishing has provided a solid foundation to provide practical and useful advise to local farmers. Chris specializes in a variety of 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: 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 Transfer
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