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At Advico We Believe

There is no one size fits all approach to insurance planning.

Our team provides Business Owners and Professional Corporations with strategic insurance planning to effectively manage current and future needs.

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Corporate Planning & Succession

Shareholders’ Agreements

A shareholder agreement can alleviate the stressors associated with an illness or death of a key stakeholder or partner in the business.  An agreement puts provisions in place to protect the operations

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Clients

Equitable Life Dividend Scale Update

Equitable Life’s Board of Directors approved a change in the dividend scale from 6.35% to 6.2% to reflect the downward pressure experienced in the participating account due to the low interest environment.

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Clients

Charitable Giving and Life Insurance

There are three main methods by which a donor can gift life insurance to a charity. Life insurance can be a great way to facilitate charitable giving, the following article breaks down these strategies and their tax implications.  

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Advoco [ˈad.wɔ.koː] Latin, meaning: to summon, call an advisor.

Meet our team

Providing Effective Corporate Solutions

Insurance Strategies | Tax Strategies | Financial & Succession Planning

Corporate team members at Advico Advisory in Sherwood Park Alberta

Ryan M. Jewell, B.COMM, CFP, CLU

CEO & Senior Corporate Advisor

Frances Jewell, BEd, BPEd

Event Manager

Patrick Chapelsky, LLQP

Innovation Strategist

Monica Futerski, BA, CPA

Chief Operating Officer

Kyle Watson, B. Comm

Corporate Advisor

Morgan Koch

Advisor Assistant

Brent Jewell

General Manager

Sherry Ambrose

Admin Manager

Karen Strawson

Reception/Administrative Assistant

Lukas Hayes,  B. COMM. CFP, CHS

Advisor

Mark Ramme, BBA, CHS

Advisor