Tim is author of the best-sellers The Tax Freedom Zone,
Winning The Tax Game, Winning The Estate Planning Game and
Winning The Education Savings Game. He is co-author of Death
& Taxes, Your Family’s Money and editor of the
best-seller Taxes for Canadians for Dummies. Tim is also
a tax commentator for television’s CBC Newsworld,
Canada AM, ROBTv, and tax columnist for The Globe &
Mail’s Report on Business.
After obtaining his CA designation and specializing in
tax with national accounting firm Deloitte & Touche,
Tim became a tax partner at a local accounting firm. He
later founded The WaterStreet Group Inc. which has merged
with AIC Limited and now forms AIC’s National Tax
Services Group, known as the Tax Smart Team.
Tim has completed the CICA’s In-Depth Tax Course,
the Canadian Securities Course, and is a member of the Canadian
Tax Foundation and a member of the teaching faculty of the
Institute of Chartered Accountants of Ontario. He appears
on national television and radio frequently, and is a regular
speaker on tax and estate issues coast to coast.
Isabelle Dailly, FALU
Business Development Manager
Underwriting expert for B.C., Alberta and the Midwest
Isabelle Dailly joined RBC Insurance in
1997 and brings her experience as an advanced underwriting
consultant and underwriting manager to the Western Region
Business Development Teams. Well-known for her technical
expertise in underwriting and communications skills, Isabelle
also has a passion for training and regularly presents underwriting
seminars to representatives in Western Canada. Isabelle
serves on the Academy of Life Underwriters Education Committee
Seminar Group, and is actively involved in the underwriting
profession.
Rick Forchuk, MBA, CFP, CLU, CH.F.C.
Director, Sales and Distribution
Empire Financial Group
Rick entered the life insurance business as a producer in
1971. He qualified for the Million Dollar Round Table four
times before entering management on a full-time basis, and
consistently produced more than 100 life applications each
year.
Since 1975 he has been involved in a number of management
capacities, having filled the roles of Training Manager,
Sales Manager, Branch Manager, and Head Office National
Director of Agent and Management Training. In his current
role, he is responsible for the Empire Financial Group’s
operations in the four Western Provinces.
Rick is the past National President of MAFAC, the Manager’s
Association of Financial Advisors of Canada, and is past
president of the Vancouver chapter. He has been a member
of CAIFA executives in Vancouver, Edmonton, and in Waterloo,
Ontario.
A frequent presenter and faculty member at CAIFA Schools
and Congresses from coast-to-coast in Canada, Rick has also
spoken at several NAIFA meetings throughout the United States.
He has a BA in Media and Mass Communications which fit
with a background in media, having come out of the daily
newspaper and radio business, and he continues this involvement
as a movie and media critic on radio stations in Victoria,
Vancouver, Calgary, and Edmonton with regular commentaries.
In 2002 he completed his MBA studies with a major in Strategic
Management.
Rick has been married to Betty, a grief counsellor, for
37 years. They have one daughter, Natalie, age 29.
Keith Hanna
Higher Purpose, Higher Profit
Keith Hanna is a personal and business development coach
with 15 years of experience in accompanying entrepreneurs
to their next level of fulfillment and achievement.
Keith holds a Master's Degree in Design specializing
in new venture development and is pursuing the calling
of assisting entrepreneurial leaders in making meaningful
change in the world.
He is the author of the book "Higher Purpose, Higher
Profit: Putting Core Values into Service" and the
monthly column in Alberta Venture Magazine called "The
Business of Life". Keith is the founding president
of the Venture Association, a network of entrepreneurs
dedicated to doing business and life on a platform of
integrity and core values beyond just making money.
Keith maintains a focused client roster of successful
entrepreneurs in the professional service community including
financial advisors, lawyers, accountants, architects and
other consultants. In addition to supporting his clients
in their personal lives, Keith works with his people on
the marketing, sales, delivery, service and financial
challenges of structuring a high-value professional service
business.
Keith values balance by working four days per week. He
is a dedicated climber, dog musher and family man and
lives in Bragg Creek, Alberta.
Contact Keith at www.ventureguiding.com.
Sean Long
Sean Long has been selling and marketing insurance products
for the last 27 years. In that time he has qualified for
the Million Dollar Round Table (MDRT) 19 times. In the
last few years, Sean has been interviewed many times regarding
critical illness insurance on national television as well
as in consumer and industry publications. He is also author
of www.criticalillnesslearning.com.
Marty Park
Action Business Coach and
Mentor
Marty held senior level positions in
the technology and hospitality industry prior to becoming
an Action International business coach. Marty brings eleven
years of broad management experience to clients. As a business
coach, Marty was recently awarded Business Coach of the
Year for North America at an international conference in
New Zealand.
The co-owner and operator of seven successful
Calgary-based businesses, he has been involved in all phases
of start-up, including corporate strategy, sales and marketing,
and financial operations. His technology experience includes
positions as manager of Consulting Services and manager
of Product Development for the software firm Noteable! Inc.
and as general manager for Intellitech Communications Inc,
a company he helped found in 1991. Marty is currently the
owner and shareholder in 6 successful Calgary restaurants
started in 1997 and still expanding today.
An experienced project manager, Marty has
developed and implemented large-scale business processes
and executive level initiatives on an international scale.
At the same time, small business has always been an interest
and passion of Marty’s and he has returned to this
market with his coaching services.
Outside of business, Marty enjoys sports,
general health, time with family, music and reading. Marty
is a Big Brother and a board member for his local Business
Revitalization Zone.
Action’s Coaching Program
As a certified Action International Business
Coach, Marty participated in 150 hours of training in Las
Vegas, Nevada and completed an additional 250 hours of development
work on his own in accordance with the Action International
program. He has worked with over 35 business owners to grow
their businesses, increase their income and reduce their
time in the office.
Marketing Experience
> Demographic Studies
> Market Research
> Questionnaire Campaigns
> Interview scripting and coordination
> Marketing Campaign Creative
> Advertising Design and Creative
> Copywriting
> Retail Store Design and Layout
> Business Plan Development
> Collateral Layout and Design
> End User focus groups
Sales Experience
> Salesperson Evaluations
> Sales Training
> Public Seminars and Presentation
> Sales Scripting
> Sales Center Layout and Design
> International and local sales experience
> Direct sales of:
Homes
Condominiums
Telephone Equipment
Various Software
Retail
If you are interested in Marty Park's presentation, please
contact him at:
Action International
203 - 1414 Kensington Rd. N.W.
Calgary, AB T2N 3P9
Phone: (403) 283-8337 ext. 101
Fax: (403) 509-0318
Email: martypark@action-international.com
George Sigurdson,
B.A., CLU
> Graduated from the University of Manitoba with a
Bachelor of Arts, 1970
> Joined London Life Insurance Company in 1970
> June 2000 - formed Sigurdson Financial Group Inc.
and is also partner in Sigurdson, McFadden & Associates,
Benefits and Pension Consultants
Activities of Interest
> Chairman for the Manitoba Moose (AHL) Yearling Foundation,
organization that has raised over $120,000 for charities
supporting disabled children
> Chairman of Take Pride Winnipeg Committee Inc., an
organization committed to making Winnipeg the cleanest
city in Canada
> Member of Winnipeg Blue Bombers CFL team -Board of
Directors
> Life and Qualifying member of the Million Dollar
Round Table, two time qualifier of Top of the Table
> 2001- 2002 Committee member of MDRT Finance Committee
> Past Canadian Chair of the MDRT International Membership
Committee
> Member of CAIFA National Board of Directors
> Past President - Winnipeg Life Underwriters
> Plays in two local adult hockey leagues
> Avid golfer - eight handicap, member of Pine Ridge
Golf Club in Winnipeg
> Has produced various articles and a book with LIMRA
INTERNATIONAL, entitled “In Search of Friends”
> Has spoken to Life Underwriters Associations, Sales
Congresses in Canada, United States, The Caribbean and
England
> Loves helping people organizing their financial futures
