Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.
He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.
Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.
Chet was listed as one of Canada's Top 50 Advisors by Wealth Professional magazine.
I am a Certified Financial Planner and Registered Retirement Consultant. I work with clients holistically to ensure financial success in all stages of their life and beyond.
TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our support to meet your individual needs. The Change Manager Inc. helps families successfully Plan, Prepare and Communicate their wishes.
Randy has lived and worked in Westman his entire life. He graduated from the Business Administration program at ACC and soon after began a 35 year career in the Manitoba credit union system. During that time and since his retirement in 2016, Randy has been active on a number of community boards and service clubs such as Lions, Kinsmen, the Brandon Area Community Foundation and the Brandon Chamber of Commerce. He also served on the boards of Credit Union Central of Manitoba and the Co-operative Development Foundation of Canada and currently is on the board of Westman Immigrant Services.
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
I have been in the financial services field for over 40 years and specialize in working with clients in the 50 plus age group. I help them to make informed retirement decisions for their money and their life.This includes a retirement income plan designed to minimize taxation and to ensure that they will not run out of money in their later life.I also review their total estate plan.All investment recommendations reflect low risk and competitive fees, deductible when possible. I am a Certified Financial Advisor (CFP) Elder Planning Counselor (EPC) and a Professional Retirement Planner (PRP), all key designations to developing your personal retirement plan.
I have 24 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. I maintain the following designations TEP, CEA, EPC, MFA-P. Trusted Legacy provides a full suite of legacy planning and organizational services, planned giving strategies and assistance, advisor education and client seminars and agent for Executor, Trustee, and POA services.
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please see www.bryce.ca for more information and testimonials from clients.
I attained my life licence in 1994 and I have my CLU, CFP, CHS and CEA designations. I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients. I also have a large Group Benefit block of business. I am involved in many charities and very involved with minor hockey.
Doug Buss CLU, CPCA, CFP, CEA, Owner & President of YourStyle Financial Inc. Proud to be celebrating my 33rd year in the financial services industry. We help business owners, employees and families achieve their dreams. We specialize in Investment, Insurance, Tax and Estate Planning solutions. Feel free to give a us a call to arrange a complimentary review/discussion.
My Goal as your Advisor:
To inspire you to achieve your
financial lifetime goals, through learning,planning, executing, and connecting
your needs and wants for a sustainable happy lifestyle.
What can you expect from me as your Advisor?
My knowledge and experience as a financial advisor come from
helping individuals, families and small business owners with their financial
and retirement planning for the last 22 years.
Investment Management –
In depth analysis of your current situation to uncover opportunities and
challenges to meet your needs and goals.
creation - monitoring asset allocation to optimize growth and wealth
Tax efficiency planning – on
your risk, wealth strategies and Retirement Income
Retirement INCOME Design for a SUSTAINABLE Happy Retirement:
• CPP, OAS, LIRA, DCPP, PENSION – Exit Strategy for Registered
Investments taking into consideration tax efficiencies.
Income Planning Blueprint – customized to your needs.
BUDGETING – One of the most important tools in achieving financial
Estate Planning – Strategic
planning for a survivor friendly and estate friendly asset transfer.
Ongoing Advice – open,
honest and timely communication.
Professional competency –
ongoing education advancement in the industry to bring you the tools and
knowledge that you deserve.
Privacy – We take
great care to protect our clients and ensure the personal information we
collect is accurate, up to date, confidential and secure.
I look forward to a long and prosperous
Rossy Bustamante, CFP