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Adrian’s financial planning practice is built on delivering high levels of service with unbending standards of integrity. Having worked in the financial services industry for over 25 years, his unique approach helps to maximize financial opportunities, effectively allocate finances, minimize taxes and decrease debt.
Adrian is passionate about encouraging others to get involved in their community and has coached the Alberta Children’s Wish Dragonboat team since 2008. When he isn't working, you can find him spending his time with his wife and two sons.
Christopher’s deep knowledge of tax, insurance and investment solutions combine to give his clients peace of mind, add clarity to their decisions and provide a thoughtful roadmap for the future. With over 10 years in the financial industry, Christopher specializes in helping business owners in British Columbia meet their financial goals personally and in business.
Along with Christopher’s many financial designations and memberships he is also a Qualifying Member of the Million Dollar Round Table (MDRT) and an active member of Advocis. Chris is an avid learner and dedicated family-man. He gives back to the community through his involvement with the Surrey Memorial Hospital Foundation.
Stacia brings 2 decades of experience in the oil and gas industry to her role as Director, Geoscience Planning with PlayCheques. From having worked in small and mid-size companies, to holding senior technical and management roles at a large international, Stacia is able to apply her experience towards understanding the unique concerns and opportunities of our geoscience professionals to create planning tailored to their needs.
One of Stacia’s passions is helping children fighting cancer, and is often found with short hair after having just donated it again. When she isn't working, you often find her in yoga, skiing with her family or simply enjoying the outdoors!
Marc brings a passion for safeguarding his client’s lifestyle and goals if health challenges, or other unforeseen circumstances arise. Marc is involved in multiple charities both locally and internationally. He graduated with a Bachelor of Commerce from the Sauder School of Business at UBC, and is a Certified Financial Planner, holding the designation of Certified Health Specialist.
When Marc is away from the office, he enjoys: spending time with his daughter, playing tennis, road cycling, traveling and entertaining.
Amy provides the highest level of customer service. For more than five years she and has offered professional, organized and extensive administrative knowledge in various fields. She is currently enrolled in the CHS (Certified Health Insurance Specialist) designation with Advocis and plans to pursue further education in financial planning as she continues to grow her skill set.
Amy moved to Canada from the UK in 2013. She enjoys spending time in the mountains with her family and her dog, Buster. When she’s not working you can find Amy singing and helping with choreography for her local show choir.
Chyanne prides herself on educating her clients to make financial decisions that set them up for success. With a solid foundation in customer service, operations and leadership, Chyanne shifted her expertise to the financial sector where her passion for people continues to shine.
Outside of her profession, Chyanne has also dedicated her time and talent to a number of community initiatives. When she isn’t working, you can find her spending time with her family, or studying the latest-and-greatest in theatre, Japanese anime, politics and world events.
Rafael empowers his clients through a holistic, yet individualized approach to financial planning. With more than a decade of experience in the financial industry, he specializes in helping clients navigate life, disability and critical illness insurance, group benefits and wealth management. Since 2015, Rafael has presented at the University of Calgary, Cumming School of Medicine, to educate medical students about the importance of disability insurance.
When Rafael is away from the office, he enjoys practicing yoga and meditation, weight training and golf, checking out live concerts and plenty of reading.
Dane is passionate about supporting his clients with effective planning and unwavering support. A proud second-generation financial planner, Dane is equipped with more than a decade of industry experience. He graduated from the University of Calgary in 2009 with a bachelor’s degree in Economics with Distinction, and he holds Certified Health Insurance Specialist (CHS), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
When he’s not at the office, Dane enjoys playing guitar, singing and spending time with his wife and two children. He stays active all year with snowboarding, snowmobiling and hockey in the winter, and camping, quading, golfing and riding his motorcycle in the summer.
Favour supports her team with purposeful organization and unique solutions. She is equipped with legal education, as well as an extensive background in administration, compliance and risk management. With nearly a decade of administrative experience within the medical and financial industries, Favour is passionate about higher education and the ever-evolving realm of compliance and risk management.
Favour enjoys spending quality time with her daughter, practicing her vocal and piano skills, and creating textiles and oil paintings. When she’s not working, you might find her walking in nature or relaxing at the spa.
Michel is passionate about developing innovative solutions for his clients. With a focus on Physicians and Healthcare practitioners, Michel provides effective planning solutions in tax-efficient wealth creations, preservation and transfer, risk management and income protection. Michel holds more than a decade of experience in the financial industry. A fervent believer in continuing education, he is eager to deepen his knowledge and add to his current CFP and CLU designations with specialized accreditations. `
When Michel is away from the office, he enjoys sailing the coastal waters of British Columbia – either competitively or with his wife and daughter.