PETER ANDREANA
Participating Date: February 18
Peter Andreana is a highly respected public speaker who is often quoted in the National Post and Investment Executive as a source of up-to-date information in all facets of financial planning. From the business owner to the company executive, Peter walks clients through retirement and investing, advanced tax planning, insurance, debt and business issues as well as employee benefits. By adhering to a proven process, Peter helps ensure clients achieve peace of mind and reach their goals. Peter excels in giving his clients industry-leading service and care, with a personal touch.
VALERIE CHATAIN-WHITE
Participating Date: February 18
Valerie opened VCW Financial in 1997. Valerie enjoys helping people create financial plans to navigate through life's challenges both on a personal and business level. As a small business owner servicing clients in three provinces, Valerie understands the challenges that are unique to Canadians, particularly small business owners.
Valerie's balanced approach stems from her diverse background. Her solid financial education has been acquired in well-known Canadian corporations like Great West Life Assurance, ManuLife Financial, PPI Financial and Bank of Montreal. Her acquired experiences have allowed Valerie to successfully grow VCW Financial to its current level.
Valerie was raised to believe that as part of a community, one has an obligation to give back to the community that allows one to flourish. Involved in volunteer work since age 14, Valerie continues to be very active, giving of her time to the community where she lives, to her church and to special interest groups.
DAVE COOPER
Participating Date: February 25
Dave founded Tower Wealth Management, an independent wealth management and financial planning firm, in 2001. He has spent many years educating himself and is a practicing Certified Financial Planner professional and Trust and Estate Practitioner, specializing in wealth creation and estate protection. Prior to Tower Wealth Management, he graduated from the University of Alberta in 1992 and joined Investors Group in 1993. In his spare time Dave enjoys golfing, spending time with the family, and returning to the family cottage in Muskoka, Ontario.
KEVIN CORK
Participating Date: February 26
Kevin Cork is President of Calgary-based The Absolute Group Inc and a representative of FundTrade Financial Corp. and has 16 years industry experience. In addition to the his regular column on Fundlibrary.com, Kevin has his own column in the new magazine "Zi" and does monthly financial commentary for CityTV in both Calgary and Edmonton. He was a columnist for Advocis' Forum magazine, and has hosted financial forums for both America Online and Bell Sympatico. He has written for The Globe and Mail, The Calgary Herald, Registered Representative in the United States and been the weekly financial columnist for CBC Radio's EyeOpener, Country105 and JACK FM.
His financial planning website and article/presentation archive can be found at www.theabsolutegroup.com.
SCOTT
ELLISON
Participating Date: February 18
Scott is a partner with Rudderham Norwood Ellison Investment Counsel ("RNEIC"), a Halifax based investment firm, where he is responsible for firm administration, business development and client servicing. The firm provides focused, discretionary asset management to individuals, endowments and institutional accounts. Scott is also part of the investment team contributing to equity research and portfolio management. Scott is a graduate of Mount Allison University with a Bachelor of Commerce degree and has received an MBA from Dalhousie University. Scott is a Chartered Accountant, Certified Financial Planner professional and holds the Chartered Financial Analyst designation. Media contributions include CBC Television and Advisor's Edge magazine. Memberships include Advocis, Halifax Estate Planning Council, Canadian Pension & Benefits Institute, Atlantic Canada Financial Analysts Society and the CFA Institute.
DUANE FRANCIS
Participating Date: February 18
Duane A. S. Francis is a Certified Financial Planner professional and Investment Advisor with Berkshire Securities Inc. in Ottawa. The Berkshire group of companies is one of Canada's premier independent financial planning organizations. His association with Berkshire enables Mr. Francis to offer clients comprehensive financial and wealth creation and preservation services through a broad range of investment instruments.
Duane embarked on his career in financial planning and investment advice in 1997. He attained the Certified Financial Planner deisgnation in January 2001, the Certified Senior's Advisor designation, the Canadian Investment Manager designation and the Fellowship of the Canadian Securities Institute designation all in 2004.
KEVIN GEBERT
Participating Dates: February 19
Kevin Gebert is entering his 10th year in the investment and insurance industry and has been a CFP professional since 1999. In addition to being a Certified Financial Planner professional, Kevin's other designations include Financial Management Advisor, Retirement Plans Associate, and Elder Planning Counselor. He works with individuals and families in BC, Alberta, and Ontario in developing effective financial plans that will meet each particular financial planning need. Kevin's volunteer activities include speaking to high school students, working with kids, and helping people with debt management.
RON HARVEY
Participating Date: February 18
Ron Harvey holds a CFP designation and is a Certified General Accountant. He has been a financial advisor since 1992 and is currently a senior financial advisor and branch manager at the Independent Planning Group in Ottawa. In addition to assisting clients realize their financial dreams and goals, he has also been an active member of the professional accounting community. Ron has been asked to share his thoughts in print media as well as a budget analyst on radio.
JAMES KRAEMER
Participating Date: February 18
James is Vice President of TFI Financial Services and is a financial advisor, specializing in wealth creation and preservation through tax effective and creative retirement and estate planning.
STERLING
REMPEL
Participating Date: February 26
Sterling Rempel is an accredited, qualified and experienced financial advisor providing comprehensive financial planning services. He is licensed as an independent agent to provide his clients with insurance solutions, employee benefit and retirement savings programs and mutual fund investments. His firm, Future Values Estate and Financial Planning, was founded in 1999 following Sterling's 14 years in various sales and management roles at regional and head office levels. Sterling holds a number of professional designations, including Certified Financial Planner (CFP). He specializes in financial and retirement planning, business succession and estate planning and charitable planned giving. He works primarily with owner/managers of small to medium-sized organizations, self-employed professionals and their employees through corporate employee benefit and retirement savings plans.
DAVID SALLOUM
Participating Date: February
25
David Salloum is a Vice President and Associate Portfolio Manager with RBC Dominion Securities. He began his career in the financial services industry in 1992 after receiving his MBA from the University of Calgary. He joined Richardson Greenshields in July of 1992, which merged with RBC Dominion Securities in December 1996.
David has been honoured with several awards: Investment Dealer Association Distinction Award in 1998, Advisor of the Year for Prairie Division in 1999 (from Advisors Edge magazine), AIM/Trimark Award for Excellence in Professional Financial Planning for Alberta in 2002
David has his licences in Options, Futures, Life Insurance and Disability Insurance. He is a Certified Financial Planner professional, Canadian Investment Manager, a registered member of the Society of Trust and Estate Practitioners and a Fellow of Canadian Securities Institute. He provides investment direction and financial planning for individual investors, corporations and associations. He does the noon CBC market commentary and is a frequent contributor to local and national media on financial planning and investment issues. He taught the Canadian Securities Course for five years and was an instructor at Grant MacEwen Community College for two years in the Certified Financial Planner Program.
LAURIE STEPHENSON
Participating Date: February 18
Laurie L. Stephenson CFP CLU CHFC TEP has honed her financial planning skills over 15 years in the financial services industry. She is a graduate of Mount Allison University with an Honours BA and the University of Waterloo where she attained her MA.
Her practice focuses on entrepreneurs and self-employed professionals, with a special emphasis on financial planning issues specific to these groups. Laurie began attracting entrepreneurs as clients early on. Laurie's clients tell her that they appreciate the depth of her understanding both of the ways that they earn their incomes and of the pressures (business & otherwise) that they face.
Laurie is an active volunteer fundraiser and a member of the Canadian Association of Gift Planners. She is a member of the Society of Tax and Estate Planners and the Canadian Association of Insurance and Financial Advisors. Laurie is a Member of the Million Dollar Round Table.
TINA TEHRANCHIAN
Participating Date: February 18
Tina has often been quoted as an expert in her field in national newspapers and magazines and her articles on financial planning have been published in different national, local and community magazines and newspapers. She has also been teaching personal financial planning at Centennial College's Centre for Entrepreneurship since 1994, and has been the recipient of numerous academic and professional awards.
She has been actively involved in her community and has served as a director of the Markham Board of Trade and is currently serving as an advisory council member at the Family Service Association of Toronto and is a director of JVS of Greater Toronto, a non-profit community-based agency that helps people find their life's path through education, career, employment, and rehabilitation counselling.
She holds a Master of Arts in Communications from University of Portland, in Portland, Oregon, U.S.A. She has also earned a Certified Financial Planner designation, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CHFC) designations. A financial advisor with over a decade of experience in assisting business owners and self-employed professionals in building wealth and developing sound financial and estate plans, Tina has established an outstanding reputation for going beyond mere client satisfaction.
ANTHONY
WINDEYER
Participating Dates: February 19
Anthony Windeyer is a financial planning expert, with ten years experience in the field. He has a very broad background in financial services ranging from portfolio advice, to insurance and estate planning strategies. Anthony works for Coast Capital Insurance Services, which is a wholly owned subsidiary of Coast Capital Savings, Canada's second largest credit union.