Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.
Tim Hansen, B.Comm.,
CFP® is a recognized
financial educator, author, speaker, a co-creator of the Abundant
Retirement Process TM, and a wealth advisor at Sutton Wealth Planning, whom you may have seen in Thrive magazine and at speaking
engagements for Family Business Association Saskatoon, Praxis School of
Entrepreneurship and the national Advocis conference. For the past
several years, Tim has been a mentor in the Raj Manek Mentorship Program, which
pairs experienced business mentors with young entrepreneurs.
has been helping successful families and business owners with their retirement
planning to preserve, protect and pass on their wealth for over 15 years. In
addition to his role as a partner and wealth advisor with Sutton Wealth
is also a Pension Advisor Sutton Benefits & Pension Inc. working alongside
his wife Andrea to help businesses build toward their total rewards business
Tim’s believes that
when your wealth is in control of you, the experience of confusion, fear and
worry is something you have the power to take that control over to fulfill your
dreams. And he is passionate about
helping his clients achieve a unique impact, while enjoying lifestyle freedom
and peace of mind about their wealth.
Theodore, Saskatchewan, Tim graduated from the University of Saskatchewan in
2001 with a Bachelor of Commerce. Tim is a member of Advocis, as
well as the NSBA, Chamber of Commerce, and Benefits Alliance.
Tim and Andrea have
two children, Victoria and Broderick. Tim enjoys being involved in
his children’s activities and has coached both of them in minor
hockey. As an avid sports fan, Tim’s favorite teams are the
Vancouver Canucks, and the Saskatchewan Roughriders, where he is a season
ticket holder, and he enjoys taking in as many games as possible. He
also plays hockey recreationally, and he is known for his powerful skating
stride and soft hands around the net.
In his spare time, Tim
enjoys many outdoor activities, from hunting, fishing, boating, hiking and
skiing, many of which they enjoy together as a family at their cabin at Fishing
Lake. Tim also enjoys the arts, collecting coins, drawing, painting
and dabbling in photography, as well as reading personal development
books. Tim tries to keep everything light through his keen sense of
humour, and he puts those around him at ease through his easy-going and
Van Hansen is a real estate broker with the full-service boutique brokerage Apex Results Realty Inc. in Burlington, ON, proudly affiliated with the Leading Real Estate Companies of the World™.
An accomplished wealth professional with 23 years of experience building long-term relationships and helping individuals, families and business owners engage in purposeful intergenerational wealth planning.
Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial Mathematics, a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Executor Advisor. He may be contacted at:
Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA
Harvest Insurance & Financial Services Inc.
446 Eastbridge Boulevard. Waterloo, ON, N2K 3Y3
Tel: 519-747-7447 or 1-800-353-8058
Fax: 519-747-7447 Email: firstname.lastname@example.org
We work with Accomplished Entrepenuer's & their families. Our value proposition is Integrated Wealth Planning. We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity. We provide clarity as they understand their 'number'.
I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.
Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to offer more. In her search for greater knowledge, she has earned the designation of Licensed Funeral Pre-Planner and Certified Executor Advisor. Additionally, Catherine holds the designation of Commissioner for Taking Affidavits.