| Company Overview
We specialize in helping established business
owners in Saskatchewan lay the foundation for investor growth,
and manage the financial complexities of personal and business
life. That's what makes us unique. Our clients are some of the
region's highest net worth business owners. Not only do we provide
expert advice, but we also help our clients manage their finances
to ensure long-term prosperity.
This is evident as two of our clients, Saskatoon
Diesel Services and Suncorp Valuations, had both been nominated
to win the Ernst and Young Entrepreneur of the Year Awards for
Western Canada, recognizing Darrell Nordstrom as contributing
to their success.
We recognize that your personal and business
financial decisions are tied. These complex financial issues often
require expertise in a variety of financial areas. We combine
our personal experience working with business owners with the
input from specialists available to us through Assante Financial
Management and Regency Advisory
Corporation.
Our approach is to combine our experience, education,
and strategic solutions to help you in making wise financial decisions
for you and your company. We have an expertise in financial issues
that face business owners. As your advisor, we will help you develop
the comprehensive plan for managing your finances to ensure long-term
prosperity and growth.
Sincerely,
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Darrell
Nordstrom, CLU, Ch.F.C., CFP, RFP
Senior Financial Advisor |
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Dale
Berg, CLU, Ch.F.C., CFP
Senior Financial Advisor |
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Jim
Nellis, B.Comm
Financial Planning Advisor |
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Steven
Krueger, CFP
Financial Advisor |
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Darwin
Forbes, B.Admin
Regency Advisory Corporation, CEO & Executive Benefits
Advisor
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