As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself.
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Fund
- Life Insurance
Family run Financial services office -
CFP in office
Personal Income Taxes
Elder Planning Designated
Adriann received a diploma in Hotel & Restaurant Administration
in 1998 and spent the next ten years working in the hospitality industry
throughout Alberta and Saskatchewan. In 2009, she became a certified
bookkeeper and has many business clients throughout Prince Albert. After
being interested in becoming a financial advisor for quite a while, she
joined Thierman Financial in 2015 and brings a strong understanding of
bookkeeping, budgeting and how to build wealth.
Adriann is married to Torin Locke and together they have two children. In her spare time, she likes to
spend time with friends and family. She loves to travel and has spent
quite a bit of time in Australia, South East Asia and Europe. She also
spends a lot of time running, both in organized races and after her two
She is a member of Advocis, the Financial Advisors Association of Canada.
CPA, CA, CEA, CEC, OLY
Alexa Loo has been providing trustee services since 2015, specializing in trusts for disabled beneficiaries. Ensuring client centred, proper care and careful management, Alexa treats all of her clients like family.
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with your legacy, or cause your loved ones unnecessary stress.
As a business owner, you understand the importance of planning for the certainty of uncertainty, and you want clear, concise strategies to maximize your estate while minimizing risks, taxes - and hopefully - stress.
As a Business Wealth Advisor, I take the lead on assembling a team of TD specialists to assist clients with planning strategies focused around business and life goals, to help preserve and protect personal and business wealth.
In short - we help you navigate today's complex financial waters and plan for tomorrow.
From your short and long-term business vision, to philanthropy and the legacy you want to leave your family, let's roll up our sleeves and get into the particulars around your goals. Let's understand what's important to you, and together, develop a plan to help you reach your goals, while protecting what matters.
As a former business owner with in-depth experience in strategic planning, raising capital and taking companies public, I bring a big picture perspective to how I assess today's financial scenarios and solutions. In fact,drawing on what I have learned running my businesses, to help clients make informed choices about their financial future, is the most fulfilling part of my job.
i hold my Certified International Wealth Manager designation, and am a Fellow of the Canadian Securities Institute.
Elaine Lozinski is a Final
Affair consultant, lecturer and author who strives to bring clarity to the
overwhelming world of final affairs.
Her company, Blackwood
Personal Planning uses a practical approach for getting affairs in order,
for emergency, incapacity, end of life and other support needs while using her
book, Just in Case: Final Affair Arrangements as
the information resource. She lectures over western Canada delivering a widely
popular seminar on final affairs.
A planner by nature, Elaine
wanted to leverage her love of organizing along with her desire to teach and
help people prepare for “Just in Case”. Elaine’s
ultimate goals with both Blackwood Personal Planning and Just in
Case: Final Affair Arrangements are to educate, prepare and empower
people to make their own decisions regarding their final affairs - before
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT. After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016. Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions. John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.
John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry. He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients. John is also set to write his Certified Financial Planner’s designation exams in 2018. In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson. John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.
Lisa has been a
financial coach and planner for over 20 years and is passionate about helping
families & small businesses create financial clarity and fund their dreams.
She is the owner of Ellements Financial Group, helping clients of all ages with holistic full financial planning services, from investments to insurance.
is also the author of Strut: How to Kick Financial ASSets in Sexy Shoes for
Women, Speaker, Blogger and lives with her family in Cochrane, Alberta.