PAT SZTURM, B.Sc....

September 18, 2020

ERIC INSPEKTOR, FO...

September 18, 2020

Laura Fitzsimons,...

September 17, 2020

TANIA KVAKIC, CFP...

September 17, 2020

RAE EVANS, CFP® CE...

September 16, 2020

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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 18, 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 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...

September 9, 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 9, 2020

                                                               ZAEL MIRANSKY

Before he transitioned into a financial services career Zael Miransky owned and operated a small personal training company. “Believe it or not, I have found that there are many similarities between being a good personal trainer and being a good financial planner,” Zael says.

According to workable.com, a personal trainer assesses clients physical strengths and weaknesses and creates customized workout plans. A persona...

August 25, 2020

                                                       CHERYL DYCK

Mentoring Solutions Inc. (MSI) has mentored, coached and trained hundreds of business owners since its inauguration in 2009. MSI is the successor consulting business, President, Founder, and Chief Business Transformation Specialist, Cheryl Dyck, started in 1990. Today, MSI is one of Calgary’s premier companies in business consulting, transformation consulting, planning and funding, training (including leadership training), and team building.

Usin...

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