Find a CEA

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.

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.

Jonathan Luesby 

B Com, CFP®, CIM®, FCSI®, CEA®,

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important to them.

1. Who I serve:

I work with people responsible for the revenue of their company or business who are struggling to fit everything into their lives. I use an established process to understand what is most important to them and build personalized strategies to achieve their goals. We partner together throughout their life to keep them on track. If you put peace of mind and clarity at the top of your values you are a fit.

2. Your challenges:

a. Multiple accounts from prior employers
b. Not knowing how much or for how long to save for retirement, education, etc.
c. Portfolios lacking transparency, performance, or tracking toward your goals.
d. You find yourself challenged with time and needing a trusted professional for financial advice.

3. How I help:

By appointment, you're welcome to come in and sit with us for a while. I Will ask you to briefly outline your financial goals - what your investment portfolio is intended to do for you. Then will review the portfolio for and with you. If I think your investments continue to be well suited to your long term goals - despite all the market turmoil - I will gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I will recommend some alternatives.

4. My philosophy:

I have the sophistication to handle your investments, and the heart to handle your dreams.

Contact me now to set up a 15 min. discover call.

306-664-1969

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.

Lisa
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.