Find a CEA

· 
Dan has over 30 years of experience in the financial services industry

· 
he is a co-founder and Managing Partner with financial education
firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all
tenures

· 
he is a CFP and TEP

· 
Dan is a Board Member of the FP Foundation and past Chair of its
Research Committee

· 
He has taught Personal
Financial Management, in the MBA Program, at Schulich School of Business since
1998

· 
Dan is the author of The
Financial Advisor’s Guide to Excellence,

· 
and soon-to-be released Building Bigger & Better:
Growth Strategies of Top-Producing Financial Advisors

Tom Corsmeier Tax Services has helped improve people's finances and quality of life for over 20 years.

We strive to listen carefully to our clients when identifying their needs and making recommendations.

We specialize in financial advisement, investments, and insurance solutions as well as personal tax services, final returns, and trusts.  

For many years as a CPA,
CA advising companies and their owners in financial matters, assisting individuals,
executors and trustees in pre-planning and/or administering estates is a
consistent continuation of service. Settling an estate can be difficult,
complicated and time consuming. I help navigate the process and co-ordinate the
group of parties involved – as examples - lawyers, accountants, financial
institution(s) and investment managers. 

Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.

The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.

Deneen Cunningham

CFP, CLU, CHFC, CHS

At Lane Cuthbert Financial, we know you want to build a successful and stable financial future. You’ve worked hard to save and invest your money wisely, but are feeling confused and discouraged at how to set up your Estate effectively.

We believe planning for your future doesn’t need to be complicated. We help clients, just like you, cut through the confusion and build secure financial futures.

With our support and a custom strategic plan in place, you can earn, invest and build a legacy with confidence.

Financial Advisor helping clients with retirement and estate planning. 

I am the owner of Prominent Realty Inc., Brokerage.

I have over 20 years of Real Estate Experience.

We believe in providing top service as well as treating every client with respect.

We also offer many risk reversal programs within the course of our transactions to give our clients peace of mind throughout the buying and selling process.

I am an accredited Fraternal Insurance Councilor (FIC) working in the Financial Services Industry for over 35 years. I am dedicated to helping people in all areas of their life insurance and investment needs whether for Families, Small Business or the Farming Community.

My passion is to help others in their financial planning and to make a difference in their lives. I enjoy sharing with my clients all they need to know to protect their financial future for them and their families.

I am married with three children and four grandchildren.