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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

- RRSP

- RESP

- Mortgage

Stan Livingston is President and CEO of Moneyman Financial Inc. and has been in the financial services industry for more than 40 years.

Early in his career he proved his financial acumen as a partner in a Vancouver estate planning firm. With this solid foundation Stan founded his own firm in 1984, specializing in his particular interests - family business succession, investment planning and wealth management. To this day his clients include individual professionals, businesses and multiple generations of families.

Stan is a past president of the Life Underwriters Association of Canada and a standing member of the Independent Financial Brokers of Canada. He keeps current on market trends which enables him to best counsel his many business and individual clients, some whom have been with him for decades.

Stan's extensive experience in finance and family business succession planning makes him a valued advisor in both insurance and investments.

Maria's personal area of expertise is working with Canadians who are looking for retirement income strategies. With over 20 years experience in the financial services industry, Maria is dedicated to seeking out the best insurance solutions and investment opportunities for her clients to ensure their financial success.

Through National Best, Maria offers investments that provide guaranteed retirement income, death benefit guarantees and estate planning benefits.

Maria is also a registered dealing representative with Pinnacle Wealth Brokers Inc. allowing her to help clients diversify their portfolio into private market investments.

Areas of Specialty: Helping you build and protect your wealth through Guaranteed Retirement Income and Alternative Investment solutions; Estate Transfer Analysis to minimize taxes and estate fees.

Family run Financial services office - 

CFP in office

Personal Income Taxes 

Elder Planning Designated 

Investments 

Insurance 

Banking/Lending Needs 

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
sons.

She is a member of Advocis, the Financial Advisors Association of Canada.

I have the following designations: CPA, CGA, CFP, TEP.

I practice as a sole practitioner in Victoria,
BC. In addition to accounting and tax services, a growing focus of my
practice has been in the area of estate planning and estate
administration.

I work with my clients to assist them with
properly structuring their estate plan to ensure their wishes will be
followed on their death. Taxes on death, insurance and other issues are
important items to discuss but in the end a successful estate plan is
one that meets the needs and wishes of the client. I have experience
with using Alter Ego Trusts as part of an estate plan. Working closely
with other professionals helps my clients receive the best advice and
service.

Estate trustees and executors face significant
challenges after the death of a family member. I also provide assistance
to the trustees with all aspects of estate administration including
interacting with financial institutions, filling out forms, and acting
as a liaison with other professionals.

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.