Who We Are
Ray has spent over ten years as a financial planner and holds his CFP, or Certified Financial Planner designation. He brings extensive knowledge of both insurance and wealth management to his clients. Prior to working in financial planning, Ray spent over fifteen years as an Instrumentation Controls Specialist developing risk transfer concepts to protect oil and gas refineries. He now shares the knowledge and insight he learned about managing risk with business owners and families. As the father of an autistic child, Ray also brings a wealth of experience in planning strategies for special needs families. He is an active member in his community and currently serves on the Board of Directors for Children’s Autism Services of Edmonton. Ray’s goal is to develop great relations with each of his clients so he can fully understand and meet their needs and help them plan for the future..
Chris brings passion to this industry. He focuses on educating individuals and business owners on the options they have to protect themselves and protect and grow their wealth. Chris has been working in the financial services industry since 2006 and has seen many different challenges that individuals and business owners face. This experience has helped him to better guide and advise them to deal with these challenges. Chris attended MacEwan University In Edmonton where he took Management and previously attended NAIT where his studies were Finance.
Natasha is a dedicated and motivated individual when it comes to her career and all other aspects of her life. She started in the insurance industry in 2013 with a passion for helping others reach their financial goals. Natasha believes that her degree in Business Management and previous employment in the financial industry is an ideal foundation as her role as a financial advisor. Attention to detail, good listening skills, and great empathy are all attributes she brings to her clients. During her time as a financial advisor her primary focus has been to help families and small business owners protect their financial future through various insurance strategies. Natasha is married to her husband Rob, they have 2 Miniature Australian Shepard’s, Chuko and Auzi. Some of her hobbies include, spending time with family, playing music, travelling, and competing in fitness competitions. In June 2017, she won the title of Miss Fitness Diva Pro for the WBFF and plans to compete on the worlds stage in the upcoming years.