| SPECIALTIES: Estate Planning, Financial Advice, Many Investment
Options, Insurance Products, Mutual Funds, RESPs, Retirement Planning,
RRIFs, RRSPs, Company Group Plans - Dental Health Plans, Cost Plus,
Charitable Donation Planning. |
| AVAILABLE TO THE RESIDENTS OF: Alberta |
| LANGUAGE SPOKEN: English |
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| PERSONAL PROFILE: Providing personal and business financial
services in Canada for 32 years. Married, three children, seven grandchildren.
Active in church community. Call for a game of golf. |
| PROFESSIONAL BACKGROUND: Investments / Retirement Planning
/ Insurance Association Plans (CSEG, CSPG, GAC) / Group Employee Benefits
/ Estate Planning for 37 years. |
| RECOMMENDED BOOKS: "Think and Grow Rich", "The
Wealthy Barber", "Risk a Four Letter Word", Standard
Works of the Church of Jesus Christ of Latter Day Saints and other
related texts, over 200 books. |
| RECOMMENDED LINKS: www.ogdenfinancial.com |
| EXCERPTS FROM NEWSLETTERS: Please visit Ogden
Financial Planners for more information. |
| 37 years insurance and investment experience |
| Lifetime member of MDRT (Million Dollar Round Table) |
| 15 year honor roll MDRT |
| 3 years Top of Table |
| 7 years Court of the Table |
| 15 years Securities (Mutual Fund) |
| COMPANIES: Vantage, CE, Aspen, CMG-Worldsource |
| CURRENT DEALER: Portfolio Strategies Corporation |
| MISSION STATEMENT: To provide financial planning and investment
advice with a high level of personal service to our clients. To develop
long-term relationships with our clients so that together we can achieve
their life's financial and security goals. |
| BREAKDOWN OF SERVICES: |
- Ascertaining insurance needs including type of insurance and
volumes
- Estate tax planning; estate advice to implementation
- Investment tax planning
- All forms of pension planning, i.e. RRSPs, RRIFs, Group DPSP,
group and company pension plans
- Severence packages
- Setting up self directed plans
- Divorce settlements, financial advice
- Building investment portfolios for wealth creation
- Educational meetings (advice)
- Wide range of client investment needs from $1000 to over a million
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