Find a 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.

With over 20 years of dedicated experience in financial services, Ann brings a demonstrated commitment to expertise and ethical client care.  She is a Qualified Associate Financial Planner (QAFP), a Chartered Life Underwriter (CLU) and a Certified Health Specialist (CHS), showcasing her well-rounded expertise in financial planning, risk management and estate advisory services.

Dedicated to ongoing growth and excellence, with the expertise to support clients through their financial path.

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

Financial Advisor 

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.