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
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.
I am a Lawyer based out of St. John's, Newfoundland & Labrador practicing in various areas of law including Wills & Estates. I offer my services to executors as agent for executors.
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.
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT. After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016. Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions. John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.
John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry. He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients. John is also set to write his Certified Financial Planner’s designation exams in 2018. In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson. John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.
Lisa has been a
financial coach and planner for over 20 years and is passionate about helping
families & small businesses create financial clarity and fund their dreams.
She is the owner of Ellements Financial Group, helping clients of all ages with holistic full financial planning services, from investments to insurance.
is also the author of Strut: How to Kick Financial ASSets in Sexy Shoes for
Women, Speaker, Blogger and lives with her family in Cochrane, Alberta.