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&

"Being part of a small town is 

more than just knowing your neighbours;

 it's the values and respect for one another

that we enjoy."  -Scott Nelson

Since 1992, Pauline has received the Runner-Up Award for the National Financial Advisor of the Year, Excellence in Customer Service for the Town of Taber, and numerous other awards for her work on the Canadian Cancer Society Board. Both Scott and Denver were nominated for Apex Youth Awards; a leadership and volunteering award.

We believe in pursuing a higher education that will allow us to serve you at an elite level. Pauline has had her CFP since 1998 and Scott is currently working towards achieving his CFP status. Listed below are professional associations and various charitable organizations we support.

CERTIFIED FINANCIAL PLANNERS

CFP designation holders are highly regarded for their ability to provide clients with comprehensive financial planning services. CFP designation holders put clients interests first and ensure clients financial needs and objectives are being met through the financial planning process.

charitable

giving

We are passionate about being involved in our community. Our history is filled with giving back and we never plan to stop. We believe that it is our responsibility to give back to our communities in some way. Each of us can choose whether this is by time, money or blood.

WE SUPPORT THE FOLLOWING
CHARITIES & ORGANIZATIONS:

Canadian Cancer Society
Stephen Lewis Foundation
Shooting Star Foundation
Shelter Box Canada
Room to Read
KLS Foundation
Water School
​Barnewell School

Cancer Recovery Center
Amnesty International
St. Theo's Anglican Church
Kiva
Rebels Classic WR Myers
Canadian Blood Services
​STARS

FINANCIAL PLANNING STANDARDS COUNCIL

FPSC develops, promotes and enforces professional standards in financial planning through Certified Financial Planner certification.

FPSC is dedicated to driving value and instilling confidence in financial planning. As a stadards-setting and certification body, FPSC ensures CFP professionals and FPSC Level 1 Certificants in Financial Planning meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

ADVOCIS

Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. They are the home and the voice of Canada's financial advisors.​ Advocis has a long and proud history of serving Canadian financial advisors and their clients.

Advocis is committed to professionalism among financial advisors. Their members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first.​