Why Choose Us?
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Founded in 1927, The premier association of Financial Advisors worldwide and James who is the top 3% has been a member for a number of years.
Enhancing the professionalism of financial advisors in the best interests of the consumer.
We begin with an in-depth discussion of your current finances and future objectives.
James has been in the Financial Planning Industry since 1985. He is an active member of ADVOCIS (The Financial Advisors Association of Canada). He has been a conference qualifier with various companies and a speaker at different events. James has managed his own practice for close to 25 years and is well known in Western Canada. James specializes in Tax and Estate Planning. He has 5 years of management experience with Desjardins Financial Security as a Sales Manager and Transamerica Life of Canada as a General Manager. James is also a member of MDRT (Million Dollar Round Table) where he is a qualified member and Court of the Table.
He is a volunteer of a number of charities in the Edmonton area and enjoys Squash, Golf and Travelling.
He was born and raised in Alberta and currently resides in St. Albert where he spent 6 yrs coaching minor hockey.
Cellular: 780 935-4470
Telephone: 780-488-7715 x 202
Sharon was born in London, England and spent most of her time working in the F/X Money Market field. Upon moving to Canada in 1998 she then began working for a large Life Insurance/Investment company in Ontario. In 2007 she moved to Alberta and now has the role of Office Manager/Administration in the Moore Planning Group with responsibilities that include day to day running of the office with a large focus on Client Service.
Sharon likes to read, travel and is at present learning to play golf.
Telephone: 780-488-7715 x200
Mike was born in the North East of England and moved to Canada in 1998. He is married to our Office Manager Sharon.
Mike’s background is in electronics and holds City and Guilds of London Certification.
He moved to Alberta in 2007 and started with Moore Planning Group in September 2011. His current role is in marketing the group and includes the preparation of the Financial Plans for presentation to the clients.
He also provides technical support for the office.
Mike is currently studying for his Life Insurance License to be able to provide more support to our clients.
When Mike is not busy in the office he likes to golf, play the guitar and enjoys doing all the DIY projects that Sharon finds for him around the home.
Telephone: 780-488-7715 x 201