 |
| Mr.
Brian Ogden, President |
| |
| Daystar Financial Group
Inc. |
| Ogden Financial
Planners Ltd. |
|
| |
|
| SPECIALTIES: |
Estate Planning, Financial
Advice, Many Investment Options, Insurance Products,
Segregated Funds, RESPs, Retirement Planning, RRIFs,
RRSPs, Company Group Plans - Dental Health Plans,
Cost Plus, Charitable Donation Planning. |
| AVAILABLE TO THE RESIDENTS OF: |
Alberta |
| LANGUAGE SPOKEN: |
English |
|
ADDRESS: |
Alberta
40 Wentworth Square SW Calgary AB
T3H 0E3 |
| TELEPHONE: |
(403) 228-0901 |
| CELL: |
(403)
680-7067 |
| OUT OF TOWN: |
(250) 707-0869 |
| FAX: |
(403)
228-0926 |
| E-MAIL: |
brian@ogdenfinancial.com |
| WEB SITE: |
www.ogdenfinancial.com |
| |
|
| PERSONAL PROFILE: |
Providing personal
and business financial services in Canada for 37
years. Married, three children, eight grandchildren.
Active in church community. Call for a game of golf. |
| PROFESSIONAL BACKGROUND: |
Investments / Retirement
Planning / Insurance Association Plans (CSEG, CSPG)
/ Group Employee Benefits / Estate Planning for 42 years. |
| RECOMMENDED BOOKS: |
"Think and Grow Rich",
"The Wealthy Barber", "Risk a Four Letter Word",
Standard Works of the Church of Jesus Christ of
Latter Day Saints and other related texts, over
220 books. |
| RECOMMENDED LINKS: |
www.ogdenfinancial.com |
| EXCERPTS FROM NEWSLETTERS: |
Please visit
Ogden Financial Planners
for more information. |
| |
- 42 years insurance and investment experience
- Lifetime member of MDRT (Million Dollar Round
Table)
- 15 year honor roll MDRT
- 3 years Top of Table
- 7 years Court of the Table
- 20 years Securities (Mutual Fund)
|
| COMPANIES: |
Insurance and risk management through our full brokerage services |
| CURRENT DEALER: |
Daystar Financial Group Inc. |
| MISSION STATEMENT: |
To provide financial
planning and investment advice with a high level
of personal service to our clients. To develop long-term
relationships with our clients so that together
we can achieve their life's financial and security
goals. |
| BREAKDOWN OF SERVICES: |
- Ascertaining insurance needs including type
of insurance and volumes
- Estate tax planning; estate advice to implementation
- Investment tax planning
- All forms of pension planning, i.e. RRSPs,
RRIFs, Group DPSP, group and company pension
plans
- Severance packages
- Divorce settlements, financial advice
- Building investment portfolios for wealth
creation
- Educational meetings (advice)
- Wide range of client investment needs from
$1000 to over a million
|
