Professional Advisors Luncheon
It has greatly benefited the Foundation to have the support of local professional advisors — financial planners, accountants and lawyers who recommend the Foundation as a beneficiary for their clients.
Professional advisors promote the Foundation and help it grow — but the Foundation has also received direct financial support from the advisors, who have proven themselves as willing to make their own donations to the Foundation.
In 2012, the Foundation began hosting an annual “hamburger luncheon” for local advisors. It was an opportunity to share information about the Foundation’s activities and to help ensure advisors were aware of the Foundation’s activities, so they could share information with their clients.
The ‘price of admission’ to the lunch has traditionally been a $500 donation to the BRCF’s Professional Advisors’ Fund. Over the years, the event has raised over $140,000 in donations from local professional advisors — an average of over $14,000 per year. Several professional advisors have also set up their own individual administration funds. Income from the Professional Advisors Funds supports the Foundation’s operating costs.
2022 Professional Advisors Luncheon attendees
(Click image to enlarge)
Full List of Attendees
Dean Inman, Kroeger Joyce Inman; Kirk Laird, Andreassen Borth; Verlyn Olson, Olson + Rau Law Office; Scott Garnett, Wood Garnett Radchenko LLP Chartered Accountants; Brandon Kroeger, Kroeger Joyce Chartered Accountants; Luke Kelemen, Camrose Insurance Services Ltd – Co-operators; Jon Stolee, Farnham West Stolee Kambeitz LLP
Thomas Messick, Meyer Holdings; Matt Danko, Vision Credit Union Ltd; Glen Bulger,Vision Credit Union Ltd; Clark MacKay, Wood Garnett Radchenko LLP Chartered Accountants; Dan Cunningham, Camrose Insurance Financial Solutions – Co-operators; Mike Kelemen, Camrose Insurance Financial Solutions – Co-operators; Ryan Mohan, Vision Credit Union Ltd
Kirstyn Rau, Olson + Rau Law Office; Norm Mayer, Mayer Holdings; Beth Kushnerik, Grant Thornton; Scott Farnham, Farnham West Stolee Kambeitz LLP; Stephen Kambeitz, Farnham West Stolee Kambeitz LLP
Contributors unable to attend
Doug Tien, Investors Group; Corey Kudrowich, Investors Group; Grant Nahirniak, Investors Group; Josh Mohr, Knaut Johnson Francoeur; Wayne Throndson, Fielding and Company; Ian Smith, Fielding and Company; Jon Sims, Fielding and Company; Debbie Orcheski, Orcheski Wealth Management BMO Nesbitt Burns; Tricia Akers, Orcheski Wealth Management BMO Nesbitt Burns; Jennifer Orcheski Orcheski Wealth Management BMO Nesbitt Burns; Craig Martin, Edward Jones; Jodie Feddema, Edward Jones; Wendy Rau, Shuman Insurance; Christine Shuman, Shuman Insurance; Martin West, Farnham West Stolee Kambeitz LLP; Tim Vant, Vant Financial; Michael Wetsch, Grant Thronton LLP