Brent Conway CPCA
Canadian Professional Counsellor AssociationContact me
Brent Conway, CPCA, is an involved, experienced and bilingual Canadian Professional Counsellors Association (CPCA). Everyone has their own unique financial history, current status and future ambitions. For over 14 years, Brent has been dedicated to designing and implementing the best strategies and solutions to meet your specific prosperity goals. Brent puts your needs first: "I am relentless in my search to find the best solutions." His focus first begins with a global view of your financial picture; thereafter, through an assessment process, your needs and goals are targeted; and finally, a successful financial plan is developed. Brent believes in long term client relationships that are earned through commitment to individual priorities and growth potential, which are combined with informed decision making and proven exit strategies.
Insurance SpecialistContact me
Robyn Hardiman is a dedicated insurance specialist with LUCRA Financial Group. Robyn assists clients by ensuring their comprehensive financial plan includes appropriate risk management strategies. This requires a detailed analysis of each client's unique circumstances to ensure the risk of death, disability or sickness is appropriately managed while achieving their financial goals. Robyn's advice helps clients secure their existing standard of living and to achieve their retirement goals by managing the risk associated with their own unique situation. She takes the time to talk with her clients because every client is different and has different goals and priorities and their plan needs to reflect that. Most people have no idea where to start to get their plan in order but it doesn't have to be as complicated or intimidating as people think. Robyn believes in educating her clients so they can make informed choices and feel good about them.
Administrative AssistantContact me
Danielle has worked in the industry for over 14 years. Initially dual licensed (life insurance and mutual funds) she eventually chose to concentrate on the paperwork portion of the business. Her many years of experience come in handy permitting her to navigate through the mounds of forms required, especially now with the industry becoming more and more regulated.
Robyn has worked in the industry for over 19 years as an Administrative Assistant. She is well versed with the rules of the industry and has an easy going report with clients. She also has an excellent relationship with the mutual fund companies and head office staff.
Robyn has been very active in her community over the past years as president on the parent council association of her children's school and at the team and executive level of her children's in ringette association.