My Network

Nothing in life is accomplished alone. In Jim's professional endeavors, Jim works closely with a number of people, organizations and associations in delivering financial education, financial products and financial services. Here's a list of people Jim considers part of his network of people.

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Rein Selles.

Rein Selles is the founder and owner of Retirement/Life Challenge. He is a Professional Retirement Planner specializing in the area of Lifestyle and Income Planning. Over the past thirty-five years, his experience has covered the full range of retirement from those who are well and living in the community to those who are in psychogeriatric care. As a teacher, Rein has taught late life family dynamics in the faculties of Nursing (Mt. Royal College, Calgary) and Human Ecology (University of Alberta, Edmonton). In his capacity as a Pre-retirement Educator, he has had the privilege of helping over fifty thousand Canadians across Canada plan their retirements. He was awarded Honorary Life Membership in the Retirement Planners Association of Canada for his contributions to the field. Jim works closely with Rein and his firm in delivering Retirement Workshops to organizations in Canada. Most recently they have collaborated on a new book 10 things I wish someone told me about retirement along with Tricia French.

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Patricia French

Tricia French is a Financial Counsellor and Professional Human Ecologist specializing in planning with those who are under the age of 50. With 12 years of experience working with individuals and families, she believes financial roadblocks can be avoided or overcome with good planning. She helps families get through the rough patches, steer clear of obstacles,and get on track to achieve their financial goals. She is also a Pre-retirement Educator and a University Instructor teaching in the area of family finance. She is driven to provide participants and students with key knowledge, skills, and strategies to find their own path and safely navigate the often potholed financial road ahead.

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Shannon Straathof

Shannon is a licensed financial advisor with Dundee Wealth. She specializes in helping people develop plans that allow them to achieve their retirement goals. Her mission is to guide people through the transition from working to retirement. Shannon actively participates in workshops and speaks frequently on modern topics in investment and retirement planning in Edmonton and across Alberta.

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Marvin Toy

Marvin is a lawyer who has practiced in the fields of tax law and estate planning over the past 12 years. As a practicing lawyer, he served the clients of Felesky Flynn, LLP, the leading tax law firm in Alberta. He has also provided estate planning, estate settlement, and trust administration services to the clients of CIBC Trust Company and MD Private Trust Company (a trust company exclusively serving medical doctors and their families). He has guest lectured for the Canadian Bar Association and the Faculty of Law at the University of Alberta. Most recently, Marvin and Jim have collaborated on their new book Smart Tips for Estate Planning.

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Avideh Musgrave

Avideh Musgrave, BA (Hons) LLB, is a Wills & Estates Lawyer. For the past 10 years Avideh's practice has been devoted to people who care about their families. She works with people who are:

  • - Committed to providing for their loved ones.
  • - Interested in minimizing their taxes.
  • - Worried about their loved ones fighting over their estate.
  • - Sceptical that “Will Kits” actually work.
  • - Concerned about their care & finances if they ever lose mental capacity.
  • - Responsible for their elderly parents and want to ensure things run smoothly when their parents pass away or if their parents lose mental capacity.

Avideh can assist you in preparing estate plans that include: Wills, Enduring Powers of Attorney, and Personal Directives. Avideh also can assist people with Grants of Probate and Grants of Administration. She advises executors on all matters in connection with the administration of estates. To contact Avideh, visit www.rmlo.com.

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Wayne’s unrelenting passion for entertaining and empowering people has led him to present for over 3,000 audiences and hypnotize more than 30,000 people worldwide. He was named Entertainer of the Year for The Canadian Events Industry in 2008! Wayne has appeared on national television shows, radio programs and has presented to clients such as IBM, General Motors, Princess Cruise Lines, eWomen Network, the Direct Selling Women’s Alliance and many more. Wayne is committed to showinghow to wake up the power of their mind to create more fun and success.

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Gary Kwasnechka

Gary brings a lifetime of experience to the financial services industry. In 1974 Gary graduated from SAIT with an Honours Applied Arts Diploma in Hotel Restaurant Management. In 1977 his passion to help people brought him to the life insurance industry. In 1981, he opened his own business. Financial Services Group is proud to offer products from over 50 financial institutions.

Gary's role is to create, review and assist people as they develop and implement their personal financial and business plan. The review includes wills, enduring powers of attorney and directive letters. Other important financial documents such as shareholder agreements are also incorporated into the plan.

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Wholesum Nutrition

WholeSUM Nutrition Consulting Inc. is a nutrition consulting company with a focus on health promotion and disease prevention. Their focus if to provide sound nutrition advice in the community. With a team of qualified dietitians, WholeSUM outs the 'food' back into food and nutrition by getting to the root of your nutrition and health concerns. They provide a fresh, innovative and realistic approach, empowering clients with practical tools to help them succeed in making positive changes to their lifestyles.

WholeSUM offers interactive and engaging presentation to your group on various nutrition topics for a healthier lifestyle. If you are looking for a Registered Dietitian to speak to you and your group about healthy eating or learn about nutrition in a fun, dynamic way, contact WholeSUM through their website www.wholesumnutrition.com.

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Belgravia Paralegal

Belgravia Paralegal provides on-line legal assistants and paralegals to lawyers, business owners and the general public. Lawyers can use a paralegal to prepare documents on an as-needed basis or have them as a virtual assistant to help them with their daily document preparation. A virtual assistant allows lawyers to focus on growing their practice, reduce their overhead and minimize office administration. Business owners can obtain a legal assistant/executive assistant to prepare documentation, correspondence, book flights and schedule meetings on an as needed basis. Belgravia Paralegal provides a cost-effective method to obtain legal services to the general public because Belgravia Paralegal can assist in many areas such as legal procedure, Incorporations and commissioning documents. Belgravia Paralegal's assistants cannot provide legal advice but the lawyers who use Belgravia Paralegal's assistants can provide you with the legal advice you need at a reduced cost.






 

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