CLU®, CFP®, CHS™, TEP Senior Advisor, SPM Financial
Sara has been focused on helping her clients achieve their financial goals with personalized, professional service for over a decade. As a senior advisor at SPM Financial, she works with businesses, business owners, and families providing solutions and valued advise. A long-time and very active member of Advocis, Sara is a trustee and treasurer of The Institute of Advanced Financial Education where she also chairs the Standards and Accreditation Committee and sits on the Awards committee. In addition, she is a member of the Advocis Legal Regulatory Policy Committee. Sara is passionate about advocacy, compliance, and regulatory affairs. She is an active member of CALU.
CLU®, CFP® Financial Planner, Manulife Securities Investment Services Inc. Bewley & Coltman Financial Services
A 30-year veteran of the financial services industry, Christie began her career as an insurance advisor and later expanded her practice to include securities. Using a holistic approach, she focuses on providing families and businesses the expertise to deal with financial, retirement and estate issues with a client base that spans BC, Alberta, Ontario and the North West Territories. A qualifying and lifetime member of MDRT and a member of the Victoria Estate Planning Council, Christie is the past President of the Advocis Vancouver Island Chapter..
LLB, LLM, CLU®, CFP®, FEA™ MFA-P™ Principal, Rubach Wealth
Fluent in four languages, Elke earned undergraduate and graduate degrees in law, the latter in banking and finance at the London School of Economics. As a lawyer, she worked with McCarthy Tetrault in London, UK, and Toronto. She founded Rubach Wealth in 2012 with a core purpose of wanting every client to be financially independent. Today her practice focuses on wealth management, estate planning and philanthropy, a subject she is particularly passionate about. Elke is an active member of Advocis and CALU, and a sought-after industry speaker.
FCPA, FCA, TEP CEO & Director, Moodys Private Client / MoodysTax
Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, and high net worth individuals. Also experienced in trust and estate taxation he enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters. Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. Kim is a sought-after resource and frequent industry speaker.
CFA®, PFP VP, Investment Strategist, Mackenzie Investments
Brent is responsible for providing insight into current capital market and economic conditions for clients and investment partners across Canada. He is a sought-after industry expert known for his straightforward market insights and practical investment strategies for individual and institutional investors. His current and relevant views have earned him appearances on BNN Bloomberg and as an industry key-note speaker across Canada.