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of the Year Award

Dave Appleton BPHE, CFP
daveappleton@psgroup.ab.ca 

Dave is a Certified Financial Planner and has been providing tax and investment advice for over 20 years to a wide variety of clients from individuals, families, to small business owners. 


Certified Financial Planner - Providing tax and investment advice to Canadians

Services:

Financial Planning
Personal Financial Planner
Retirement Planning Strategies
Estate Planning Strategies
Planning for Non-residents

Investments
Guaranteed Investment Funds
Offshore Investments
RRSP's, RIFS, Annuities

Insurance
Disability and Critical Illness Insurance
Long Term Health Care
Life insurance (Canada and Abroad)
Global Medical Insurance
International Health Care Plan for non-residents

Experience
~ Working with individuals and small business owners in establishing financial, estate and retirement planning goals
~ Working with clients on an Asset Management basis in order to maximize the client's return and minimizing the risk
~ Assisting clients with the purchase of different types of insurance plans, retirement products and other investment type plans
~ Providing financial and retirement planning services for business owners, professionals and middle-end upper income earners, aged 40 and over
~ Owner/Operator - Real Estate Broker and Mortgage Brokerage Office
~ Set up Financial Planning Department for a large Life Insurance Company
~ Set up a full service Financial Planning company in association with accountants and lawyers

Education and Professional Qualifications
~ 1969 - Bachelor of Physical and Health Education, University of Toronto
~ 1973 - Ontario Real Estate Brokers license
~ 1989 - Certified Financial Planner Designation
~ 1992 - Canadian Investment Funds Course (Mutual Funds) - obtained the highest mark in Alberta
~ 1994 - Canadian Investment Funds Branch Managers Course and also the Officers' Partners' and Directors' Course for the Province of Alberta
~ 1999 - Canadian Securities Course Certificate
~ Have conducted numerous retirement, estate and tax planning seminars

Testimonials from Clients
"Dave has provided us with excellent investment advice and expertise and we are very happy with the results"

"His high level of enthusiasm and obvious enjoyment of his work is evident. His knowledge and guidance has been invaluable"

"Has provided me with the retirement advice and ongoing service that has allowed me to enjoy a worry-free and comfortable retirement lifestyle"

"He has been invaluable in assisting me with both my personal and business planning goals"