KEVIN J SAMPSON,...

October 20, 2020

SHERRY WATTY, PFA™...

October 12, 2020

TAGE CAWLEY, BBA,...

October 12, 2020

RYAN O'BRIEN,...

October 12, 2020

LEE MOSLEY, CLU®,...

October 1, 2020

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October 20, 2020

                                                              KEVIN SAMPSON  

New York Times Best-Selling Author, Dr. Frank Lipman, once said, “…health is more than merely the absence of disease. It is a total state of physical, mental, emotional, spiritual and social well-being.” Financial health is the same.

Financial Consultant and CERTIFIED FINANCIAL PLANNER® Professional, Kevin Sampson, believes that “Financial success is the result of balancing the physical, mental, emotional, spi...

October 12, 2020

                                                                      SHERRY WATTY

Sherry Watty is a “Lifer” and has spent her entire career in the same industry! She started on the ground floor, as a secretary, and then worked as an insurance sales person. She then became a Financial Advisor/Owner at The Co-operators.

Like many of us, Sherry’s career journey began by accident, when she was seventeen. She had just purchased her first car and needed insurance. She went to one o...

October 12, 2020

                                                  TAGE CAWLEY

Tage Cawley, Senior Vice President and Branch Manager at Raymond James Ltd. in Edmonton is on a personal mission to, “Rescue oppressed brokers from the banks.” Although this remark was made tongue in cheek, it is rooted in reality.

“Often, bank Advisors and Planners are guided into what to say and what products to sell. Perhaps more importantly, at the banks the clients are not the Advisor’s clients, the person they have a relationship with. They are the bank’...

September 22, 2020

                                                                ERIC INSPEKTOR

American author and political activist, Helen Keller, once said, “Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved.” It’s amazing what human beings can accomplish when failure is not an option!

Eric Inspektor, Founder and senior underwriter of CORfinancial (COR) has spent over three decades advising...

September 18, 2020

                                                                   PAT SZTURM

Former professional hockey goalie (1990-1996), Patrick Szturm, went to the University of New Hampshire on a hockey and golf scholarship. Those early days and team experiences have guided much of his philosophy and approach to owning and operating a business while building, managing, and protecting clients’ wealth.

In addition to a Bachelor of Science degree from UNH, Pat has earned the CERTIFIED FINA...

September 17, 2020

                                 KAYLIN FITZSIMONS, TIM LEONARD & LAURA FITZSIMONS

Together, Lifecycle Wealth and Mandeville Private Client Inc. provide financial, insurance, investment and tax-smart solutions to professionals, business owners and high net worth individuals. The Partners at Lifecycle Wealth believe that with time, and when planned properly, clients can build real wealth and lasting financial security.

Their Lifecycle Wealth Plans create more wealth for their clients by utilizing the appropriate insurance and investment tools to reduce tax at each s...

September 16, 2020

                                                                       RAE EVANS

“Clients and some Advisors and professionals record and interpret what has happened in the PAST whereas financial planners, like myself, focus on helping clients plan for the best possible FUTURE. This includes helping them meet their goals, achieve their lifestyle dreams, and fulfill their bucket lists,” says Rae Evans, CERTIFIED FINANCIAL PLANNER® professional and Division Director at IG We...

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