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Certified Financial Planner®
Mutual Fund Advisor
Life and Health Insurance Advisor
I am a Certified Financial Planner (CFP) who focusses on understanding my clients’ goals and values. My service to you, the client, is to build financial plans that become guiding documents for living a good life. As I believe there is always something new to learn, I am committed to continuing education that gives me the ability to provide my clients with up to date, thorough and sound advice.
What do I think is the biggest challenge when it comes to finances? Lack of a proper plan. We worry, but we don’t always take action to take away the worry. A financial plan for most is pretty straight forward. With just a bit of information and paper gathering, I can turn all of that into an organized plan that results in peace of mind knowing exactly what your money is doing for you now, in the future and how it will pass to those you love, whether that be family, friends, or charities!
Judy is legally authorized to offer services in Insurance and Mutual Funds in Alberta, Saskatchewan, and British Columbia.
Life and Health Insurance Advisor
With over 25 years of experience with group insurance, I understand the importance of a solid Health Insurance plan. My goal is to provide individuals and businesses with the right insurance to take care of their health. With the right plan, my clients will be able to simply and easily access the resources they need to take care of prescriptions, extended health, dental and vision care.
I also take care of individuals, families and business owners. I offer many products that are designed on an individual need’s basis. Life Insurance, Disability, Critical Illness and Key Man insurance. In the event that you unexpectedly pass away, get hurt or become seriously ill, having a healthy financial protection in place is a great way to ensure that you and your loved ones are able to maintain the lifestyle that has been earned.
I work will work hard to ensure the best of my abilities and knowledge are shared with you.
Ellie is legally authorized to offer services in Insurance in Alberta.
Mutual Fund Licensed Assistant
Life and Health Insurance Advisor
I am a licensed mutual fund assistant and licensed life, accident and sickness advisor working closely with Judy Schrempf and the rest of our team.
My role is to ensure investment and life insurance plans are maintained and executed. Timely response to inquiries, investment activity and all other requests is a critical part of my daily activities.
Eva is legally authorized to offer Life, Accident and Health Insurance services in Alberta.
Assistant
I am an assistant working closely with our mutual fund team, Judy Schrempf, Lacey Klassen and Eva Klassen.
My role is to ensure clients are well taken care of regarding new accounts, trading activity and consistent follow-up. My goal is to ensure all activities are completed accurately and in a timely manner.
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- DAVID M., LETHBRIDGE
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