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Company: Bob Beach Insurance Inc.Expertise Insurance Investment Retirement Planning & Succession Business Particulars Specialist, Farm Estate & Retirement Plans Bob Beach Insurance Inc. Read more...
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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...
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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...
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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...
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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: 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...
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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...
