Registered Employee Benefits Consultants ince 2002
Graduate of the Harvard Business School OPM Executive Education program
Past President Silver Springs Golf Club
Avid curler member of Victoria and Esquimalt Curling Clubs
Avid golfer and member of Uplands Golf Club
My practice concentrates in 2 highly specialized areas:
Corporate Financial Planning. I love to get involved in total benefits planning for small companies.
From the Group Health and Dental plans, Capital Accumulation plans, Buy/Sell Agreements and so on.
I have the experience and expertise to help you establish a comprehensive and meaningful package.
Total Financial Planning for the small business owner, senior manager, or self-employed professional.
I have developed an extremely powerful planning tool that allows you to forecast well into the future,
your income, your savings, your other assets and how they will all tie together to provide for your retirement income and for your estate planning.
My life insurance license is sponsored by Sun Life Assurance Company of Canada Ltd. In addition, I have contracts with:
Alberta Blue Cross
Canada Life
Empire Life
Great-West Life
Manulife Financial
RBC Insurance
Standard Life
Transamerica Life Insurance
I obtained my Mutual Funds license in 1992 and provided mutual fund services for several years. In 2004, I decided to concentrate my practice on group insurance and full service financial planning.
I passed my book of clients over to my partner, Rick Erven to handle. Rick has been in the industry since 1980 and has been a very successful in the investment planning of our industry.
Investment products offered by Rick Erven and Erven Planning Inc. are provided by IPC Investment Planning Counsel.
