Ritepartner Concept
As a RitePartner associate, residing in Calgary, Alberta, Larry brings 40 years of financial service industry experience in banking, life insurance and investments to the RitePartner resource team.
Larry began his career in the banking industry in 1968, moving into the life insurance industry in 1983 as a career agent with Great-West Life Assurance and in 1985 expanded his practice to include mutual fund investments. Larry is licensed to practice in both Alberta and British Columbia.
As a Certified Financial Planner, Larry is an accredited specialist in developing financial, investment, retirement and estate plans based on the six step financial planning process. Larry also believes that being associated with a team of knowledgeable and
...experienced professionals further enhances his ability to provide clients with a full range of advice.
Over the past four years Larry has been providing consulting services to financial institutions to develop internal wealth management structure. Solutions that have lead to success include business planning, practice management processes, advisor recruiting, sales behavior training, compensation structure, business growth and referral/lead generation programs.
As a member of Advocis, Financial Advisors Association of Canada, Larry spent several years as a volunteer board member, promoting and practicing the business standards that exemplify this prestigious organization.
Larry continues to practice in the life insurance and investment fields in support of the clients, planners and the organizations for whom he does consulting.
Contact
Phone: (403) 850 4278Fax: (403) 206 7772
Mailing Address
23 Douglas Glen Common SECalgary
AB
T27 3M7
