Professional Advisors
Luncheon

Open House

 

Professional Advisor Lunch

2016 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 Railway Museum and Park on May 11 to celebrate the success of the Foundation during the past year. Back row from left to right, Martin West of Farnham West Stolee, Jon Stolee of Farnham West Stolee, Greg Wood of Harberg Nikiforuk Wood, Corey Kudrowich of Investors Group, Wayne Throndson of Fielding and Company, James Mayer of Central Agencies, Darren Daniels of Central Agencies, Brandon Kroeger of Kroeger Joyce, Dave Horner of Family First Financial, Dan Cunningham of The Co-operators, Camrose Insurance Service, Matt Mayer of Central Agencies and Grant Nahirniak of Investors Group. Front row from left to right, Tim Vant of Camrose Capital Planning, Grant Burgess of Grant Thornton, Scott Farnham of Farnham West Stolee, Jennifer Orcheski of Orcheski Wealth Advisory Group-BMO Nesbitt Burns, Cindy Cook of RBC Investments, Janice Zimmerman of H and R Block, Luke Kelemen of The Co-operators-Camrose Insurance Services and Steve Kambeitz of Farnham West Stolee. Other contributors who were unable to be present include Glen Bulger and David Sheets of Vision Credit Union, Greg Joyce of Kroeger Joyce, Anna Harder of Harder CGA, Corey Bablitz of RBC Investments, Steph Jacobsen of Jacobsen Financial, Dave Chamberlain of Sun Life, Brian Harberg of Harberg Nikiforuk Wood, Lawrence Dufresne Chartered Account and Linda Norman, Linda Norman Professional Corp.


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 | info@brcf.ca | 780.679.0449 | PO Box 1122, Camrose, AB T4V 4E7