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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.

KEVIN MACLEOD, CFP , CES, PARTNER & FINANCIAL PLANNER

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."

I am a financial advisor with a specific focus of generational wealth transfer and legacy creation.

Independant Insurance and Investment Broker

I have been working in this business for 10 years.  As I journey with my clients I am seeing more complex estates and diverse families. I am a CEA advisor so that I can assist others to navigate some of these complex issues.

As a Sr Practice Management Consultant, my work with Financial Advisors is focused on financial planning process and insurance, investment planning, income tax planning, disability planning, retirement planning and employee benefits, business ownership planning and transition, executive compensation, pension planning, estate and legacy planning. 

I also hold a Bachelor's Degree in Business Administration with major in Foreign Trade, in addition to my RIS-Responsible Investment Specialist designation, MFA-P-Master Financial Advisor in Philanthropy designation and have recently earned my CEA-Certified Executor Advisor designation

The role of Executor is often thought
of as a position of “honour".  Most
people who accept the role of Executor do so without fully comprehending what
will be required of them.  Being appointed as an Executor of a Will has a
great deal of responsibility.  It is a fiduciary duty and there is
considerable personal liability associated with it.  As a Certified Executor Advisor, my job is to
set the Executor up for success by providing them with a roadmap for their
future role, as well as, working with the Testator to make sure his/her wishes
are understood.  By working together, the
Executor has the direction and the information required to fulfill the final
wishes of the Testator and will significantly reduce the time and risk associated with performing these duties. 
No one wants their Executor to fail.  Working together and planning
ahead goes a long way in setting up the Executor to succeed.  That is best
way to ensure that this role is truly an "honour".

Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.

As a Certified Executor Advisor, Rick is honoured to hold the hand of the person, that his client has appointed as their Executor.  Most people do not do the activities of an Executor on a daily basis and they are called to duty at a highly emotional time.

Rick takes a unique approach in his practice.  When there is harmony in the family prior to a loss, he wants that harmony to continue when the unexpected happens, by facilitating family and business discussions about the inevitable, well before the Executor needs to act.

Rick's personal and company motto is "Live Large Now" but take some time to make sure all of your ducks are in a row.