Rick Erven, CFP, CLU, CH.F.C.

  • A financial planning professional since 1980
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (CH.F.C.)
  • Member of the Calgary Estate Planning Council

My practice concentrates on the accumulation stage of life for the business owner, executive and professional. Investment management is key during your prime earning years. My job and what I am best at doing, is to manage your financial future and free you up to deal with your business or career.

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Mike Toller, CLU, CH.F.C., REBC

  • A financial planning professional since 1991
  • Chartered Financial Consultant since 1999
  • Registered Employee Benefits Consultants since 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:

  1. 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.
  2. 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

In 2004, I decided to concentrate my practice on group insurance and full service financial planning. I passed my book of investment clients over to my partner, Rick Erven to handle. Rick has been in the industry since 1980 and has been a very successful in investment planning.

Investment products offered by Rick Erven and Erven Investments are provided by IPC Securities Corporation.

 

Tracy Stapleton

Marketing Support Representative

  • Joined Erven Planning Inc. in 2005
  • Administration specialist