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.
A Boston native, Amy has worked with a wide range of families regarding difficult pre and post-death matters. Amy has experience in preparing estate plans for both simple and complex high net worth families, family-owned businesses, and special-needs family members. Amy has the compassion and understanding to minimize family upset, facilitate your wishes, and protect family assets.
Amy’s Estates practice includes Wills, Trusts, Power of Attorney For Personal Care, Power of Attorney For Property, Estate Administration, and Estate Litigation. Her litigation practice focuses on will challenges, passing of accounts, and fighting for common-law spouse entitlements. Amy also provides legal support to family law and civil litigation matters, with respect to constructive trust claims and dependant support claims.
Amy also advocates for Ontario seniors, She is the Chair of the OBA Elder Law Executive Committee, Branch Chair of the Elder Law Section in the Canadian Bar Association, co-founder of Lawyers 4 Long-Term Care, and made a submission to the Ontario's Long-Term Care COVID19 Commission.
I strive to serve as my clients' chief financial advisor.
I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance. I obtained my Bachelor of Commerce degree from the University of British Columbia. I have been an independent financial planner since 1994 and earned my CERTIFIED FINANCIAL PLANNER designation in 1999.
I have had some articles published and been quoted in personal finance articles for the Globe and Mail and Yahoo Finance among others.
Investment advisor with over 30 years of experience. CPCA and just recently added the end of life dhuoula designation. Very focused on taking care of seniors.
We do money differently.
I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.
With over 24 years serving the Parry Sound area we are best suited to assist those transitioning to or already in retirement.
Glen MacGregor, DFSA, FMA, FCSI
Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc. In order to better serve his clients he has obtained his Elder Planning Counsellor and Certified Executor Advisor designations.
It is Steve’s priority to be your financial coach, build wealth and provide security during all stages of your life. Everyone’s economic and life situation is unique and providing personalized attention to detail is essential.
As an independent financial advisor, Steve is dedicated to providing high quality advice and integrated wealth creation solutions that simplify and enhance the quality of your life. He is committed to your best interests and assures a level of professionalism and integrity that will put your needs first.
Steve has a business administration background and is also a long time member of ADVOCIS - the Canadian Association for Professional Financial Advisors. He is dedicated to ensuring that every client receives the personal attention and consideration required to meet their financial goals and objectives. He considers every client a long term personal commitment.
Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.
Barbara is passionate about working with families and family business owners. She belongs to a network of like-minded professionals from various disciplines that are available to her clients. This provides the opportunity to provide comprehensive and customized financial solutions to address debt, insurance, investment, tax and estate goals more holistically.
The dynamics of family business are quite familiar to her, as the daughter of long time entrepreneurs in the West Kootenay Region. She has been married for 22 years and is raising two children, ages 8 & 10.
She holds a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University and currently studies Grade 3 Piano with the Canadian Conservatory of Music, among many other life long learning pursuits of interest that support her family and work.
Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life. June 2021 I made a difficult decision to leave that role and and took several months to determine what my next challenge was going to be.
Education in the field has always been important to me and, along with the CEA, I have completed the following additional designations over the years: CLU, CFP, MFA-P, RCIS and CHS.
I enjoy developing plans for clients and helping them understand all that is required to achieve their financial goals. My expertise is definitely on the risk management (insurance) side of the equation and explaining how the various types of coverage work.
Since 2005, Greg has lent his business and financial expertise to assist clients and their families in setting a financial vision for their families. Greg is ranked in the top 1% of financial services professionals worldwide as recognized by the Million Dollar Round Table (MDRT) - an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.
Greg became an advisor with the intension of helping clients protect what is important to them today while being prepared for tomorrow. With this goal in mind, Greg takes a holistic approach to planning to help clients balance protection and wealth accumulation strategies.
Greg will work with you to help you build and define your personal financial goals. Together, you will put plans in place to help you achieve financial success.
Greg is Founder of Latitude Financial Services Inc. supported by Sun Life Financial with offices in Kelowna and Vernon BC. Greg and his wife Vanessa live in Vernon where he works two days per week and the other days are in the Kelowna office. Greg is Past President of the Kalamalka Rotary Club and a director of the Vernon Restholm senior living facility.
V.P. Compliance & Operations
Ian entered the Financial Services business in 1975 focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a collaboration of Accountants, Lawyers, Risk Managers as well as a Management Coach. His success in this area allowed him to pursue Estate and Business Succession planning.
In 1989, along with Karl Krokosinski, founded Customplan Financial Advisors Inc. expanding office’s throughout Canada. He was a consultant to the National Office of Equinox Financial Group in the development of the Electronic Sales Platform, including the Financial Needs Analysis and many of its Marketing Concepts.
Ian has written numerous training systems for the industry and has spoken extensively at industry and non-industry venues.
He works with advisors in developing their compliance processes and CRM capabilities.
Ian is licensed in BC, AB, SK, ON, NB, NS , NFLD/LAB and works with clients in all these provinces.
He is also a Registered Deposit broker and a member of Advocis, Independent Financial Brokers, RDBA, and a Life Member of MDRT.
Good advice was a rare commodity 23 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a year long search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected."