Tod has provided employee benefits, insurance, financial and estate planning for over two decades. Specifically, Tod focuses on insurance and wealth preservation planning for families and business owners. In addition, we offer and administer full-service employee benefit plans. Born in Grande Prairie, Alberta – 1959 Licensed insurance agent since 1991...
Teresa’s focus is on administrative and service for all clientele. She develops and implements advanced strategies and provides a wealth of experience in delivering value-added services. Her attention to detail and determination are qualities that ensure customer satisfaction. Teresa is highly organized and has exceptional knowledge of all our services...
As an Executive Assistant, I have excellent organizational skills and I have a flexibility in handing day-to-day routines, as well as any surprises. With a background in bilingual client retention and customer service across multiple industries, I provide strong, reliable support by creating an open line of communication with our...