I work with individuals, families, and business owners. The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their changing needs throughout their lifetime. Their financial security plan will be tailored to their needs, risk tolerance and the goals my clients would want to achieve.
Building long term relationships based on trust, integrity and transparency, which I feel is integral in ensuring the success of my clients’ goals and dreams.
I have volunteered for over four years with Junior Achievement Central Ontario, an organization that believes in the power of education to positively impact the future of students and youth in our community through practical, hands on learning in the field of financial literacy at schools, colleges and universities.
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself.
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Fund
- Life Insurance
Family run Financial services office -
CFP in office
Personal Income Taxes
Elder Planning Designated
Adriann received a diploma in Hotel & Restaurant Administration
in 1998 and spent the next ten years working in the hospitality industry
throughout Alberta and Saskatchewan. In 2009, she became a certified
bookkeeper and has many business clients throughout Prince Albert. After
being interested in becoming a financial advisor for quite a while, she
joined Thierman Financial in 2015 and brings a strong understanding of
bookkeeping, budgeting and how to build wealth.
Adriann is married to Torin Locke and together they have two children. In her spare time, she likes to
spend time with friends and family. She loves to travel and has spent
quite a bit of time in Australia, South East Asia and Europe. She also
spends a lot of time running, both in organized races and after her two
She is a member of Advocis, the Financial Advisors Association of Canada.
CPA, CA, CEA, CEC, OLY
Alexa Loo has been providing trustee services since 2015, specializing in trusts for disabled beneficiaries. Ensuring client centred, proper care and careful management, Alexa treats all of her clients like family.
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with your legacy, or cause your loved ones unnecessary stress.
As a business owner, you understand the importance of planning for the certainty of uncertainty, and you want clear, concise strategies to maximize your estate while minimizing risks, taxes - and hopefully - stress.
As a Business Wealth Advisor, I take the lead on assembling a team of TD specialists to assist clients with planning strategies focused around business and life goals, to help preserve and protect personal and business wealth.
In short - we help you navigate today's complex financial waters and plan for tomorrow.
From your short and long-term business vision, to philanthropy and the legacy you want to leave your family, let's roll up our sleeves and get into the particulars around your goals. Let's understand what's important to you, and together, develop a plan to help you reach your goals, while protecting what matters.
As a former business owner with in-depth experience in strategic planning, raising capital and taking companies public, I bring a big picture perspective to how I assess today's financial scenarios and solutions. In fact,drawing on what I have learned running my businesses, to help clients make informed choices about their financial future, is the most fulfilling part of my job.
i hold my Certified International Wealth Manager designation, and am a Fellow of the Canadian Securities Institute.
Elaine Lozinski is a Final
Affair consultant, speaker and author who strives to bring clarity to the
overwhelming world of final affairs. Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,
for emergency, incapacity, end of life and other support needs while using her
book, Just in Case: Final Affair Arrangements as
the informational resource. She also presents a popular seminar on final affairs throughout western Canada. Elaine’s goal is to educate, prepare and empower
people to make their own decisions regarding their final affairs - before
something happens. Just in Case.
B Com, CFP®, CIM®, FCSI®, CEA®,is a trusted Independent Wealth Manager. He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Certified Executor Advisor designations. He is a licensed Investment representative with iA Private Wealth as well as a licensed Insurance Representative with iA Private Wealth Insurance. Jonathan is well versed in taxation, Estate Planning, Investments, Insurance, Retirement Planning, Education Planning, Saving & Lending, and assisting executors with dealing with estates.
I'm a retired public service manager with a business background (MBA). Being an executor myself I wanted to educate myself on this tedious process and found that it can get complicated very quickly. My goal is to help others through this process at various levels of involvement, depending on the clients needs and budget. Not being in a related field means that I can provide 100% focus on being an executor advisor and help connect you with the right people.