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.
Tracy Stapleton
Marketing Support Representative
- Joined Erven Planning Inc. in 2005
- Administration specialist