Wealth Advisor/Financial Planner since 2016 and an Insurance Broker since 2010.
Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent. He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997. He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career. Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.
TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with you to educate, facilitate, and coordinate your financial affairs, so you can concentrate on what you do best.
I have been practicing in the family market for the past 47 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.
As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.
"Financial Planning is not a product, it is a process" Dixie Allen.
Tom Allen MBA, CFP
Tom uses a holistic approach to guide clients to financial success. Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create a clear, path to financial and income security.
Have been in the insurance and financial industry off and on since 2003. Have worked as a captive advisor as well as an advisor on the brokerage side. I have held many insurance related positions such as inside wholesaler, wholesaler, Regional Vice President, and Business Development Executive. I currently hold the following designations - QAFP, CHS, CEA, FIC, ALMI, ACS.
I'm a firm believer in continuous education and upgrading my skill set.
My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.
Currently i hold the following designations:
and a Bachelors in Finance.
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.
We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.