We see clients work with Financial Planners all the time, which gives us a unique perspective on those who consistently provide a great experience at a great price. Here is a list of financial planners that we know and trust that have worked with our clients over and over again to ensure an excellent experience in the business of being a family. Take a peek and let us know if you have any questions!

Investment Planning Counsel

Chris Korte

Investment Planning Counsel

224, 160 Broadway Boulevard
Sherwood Park, AB T8H 2A3

(780) 416-4190
chris@chriskorteipc.ca
Website

Chris Korte focuses on providing full financial advice and solutions to individuals, families, and business owners, as well as the set up and servicing of group investment accounts for corporations.

Prior to joining the financial services industry in 2003, Chris was a high school math teacher and leadership coach for 20 years. He shares that invaluable experience with his clients as he works with them in the overall financial planning process, with a view of creating a customized plan that will enable them to achieve their financial goals.

When you meet Chris you will realize that he is truly a people-person and creates a very relaxed environment for discussion. He particularly enjoys the relationship building aspect of his business and values every client. 

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Lifetrek Financial Group

Jerry Zakariasen

Lifetrek Financial Group

(780) 988-6564
j.akariasen@lifetrekfinancialgroup.com
Website

Jerry Zakariasen is a heart-centered financial advisor based in Edmonton, Alberta. He is both a Certified Financial Planner, and a Chartered Life Underwriter. 

An Alberta native and entrepreneur, Jerry has decades of experience in helping individuals and small businesses to achieve their goals. Jerry founded the Lifetrek Financial Group in 1992. This company has been built upon the core values of Trust, Respect, Gratitude, and Integrity. Jerry believes strongly in the "Golden Rule" of treating others as you would wish to be treated. While it is important to run a profitable business, Jerry and his assistant Tracey always place their client's interests ahead of their own.

As the name Lifetrek suggests, Jerry believes in building rich life-long relationships with his clients. Jerry says "Friendships with clients grow naturally over the years as we assist our clients with their life journey. We see our role as helping to smooth out as many of the "bumps" as possible as you navigate the road of life."

Jerry utilizes a holistic approach in the work that he does. He helps his clients to see the "big picture" from many different angles, before delving into a minutia that are all part of an effective plan. At Lifetrek, a financial plan is a living and breathing thing. Rather than coming up with a plan and leaving it to sit in a drawer or on a shelf, Jerry and his staff assist with implementing that plan and then in regularly monitoring the progress made. From time to time, adjustments are made in response to changes in person, or macro-economic circumstances.

Jerry's hobbies include astronomy, wood turning, machining, welding, investing and prototyping. He was raised on a farm and still assists his two brothers in the operation of a grain farm near Rosebud, Alberta.

While Jerry's office is located in south Edmonton, he resides in Beaumont with his lovely wife Brigitte. They are recently empty nesters as the youngest of their three children recently spread her wings and left the nest. They are thankful that they can now start cooking with cheese again!

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Sunesis Financial

Matthew Hammond

Sunesis Financial (Sherwood Park)

Broadmoor Business Centre
#206, 2 Athabascan Ave
Sherwood Park, AB T8A 4E3

(780) 940-0872
mhammond@sunesisfinancial.com
Website

Matthew Hammond created Sunesis Financial in 2017 to offer families a place to receive trusted advice throughout all financial stages in their lives. By implementing the resources Matthew learned through teaching, real estate investing, tax accounting, person budgeting and financial assessment, we bring clients closer to their financial goals, regardless of their asset size. Clients most often communicate their appreciation of Matthews ability to break down financial goals into identifiable steps, as well as teach the complexities of the financial world as their portfolios grow.

Sunesis Financial's vision is to improve the financial condition on every individual, whether in-house or through referrals to other businesses that share our values.

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