Professional Advisors

Open House


Professional Advisor Lunch

2017 Luncheon

Our professional advisors again delivered $12,500 to our Administrative Endowment Fund at our annual hamburger luncheon.

This event, over its eleven year history, has delivered over $222,000 to this fund.

Local professional advisors gathered for a hamburger luncheon at the Camrose Heritage Railway Station and Park on May 17 to celebrate the successes of the past year. Back row from left to right, Dean Inman of Kroeger Joyce, Doug Tien of Inves­tors Group, Dan Cunningham of The Co-operators Camrose Insurance Service, Glen Bulger of Vision Credit Union, Mike Kelemen of The Co-operators Camrose Insurance Services, Lawrence Dufresne Chartered Account, Corey Kudrowich of Investors Group, Grant Nahirniak of Investors Group, David Sheets of Vision Credit Union, Dave Chamberlain of Sun Life, Stephen Kambeitz of Farnham West Stolee Kambeitz, Grant Burgess of Grant Thornton, Darren Daniels of Central Agencies, Martin West of Farnham West Stolee Kambeitz, Scott Farnham of Farnham West Stolee Kambeitz, Greg Joyce of Kroeger Joyce and James Mayer of Central Agencies. Front row from left, Norm Mayer of Central Agencies, Cindy Cook of RBC Investments, Janice Zimmerman of H & R Block and Debbie Orcheski of Orcheski Wealth Advisory Group-BMO Nesbitt Burns. Unable to attend Brian Harberg of Harberg Nikiforuk Wood, Catherine Jones of Vision Credit Union, Chris Korte of Advico, Brandon Kroeger of Kroeger Joyce, Linda Norman of Linda Norman Professional Corp. and Greg Wood of Harberg Nikiforuk Wood.

Professional Advisors – Overview

At the Battle River Community Foundation we understand the vital role professional advisors play in identifying creative solutions to help clients realize philanthropic goals while maximizing tax benefits.
The Community Foundation offers a degree of flexibility that sets it apart from other charitable organizations. Plus, we have a long history of working with advisors to create customized charitable gift plans that meet the needs of the community, and realize their clients’ charitable wishes.
Whether clients wish to make a gift now or later, by partnering with the Community Foundation, benefits may include:

  • Reduced taxes

  • Increased inheritance to heirs,

  • A legacy in community

  • Passing along the value of philanthropy to future generations

Are you and your client interested in learning more about the Foundation? Download our Giving Back publication.



Battle River Community Foundation | | 780.679.0449 | PO Box 1122, Camrose, AB T4V 4E7