The Advico team educates entrepreneurs, business and Professional Corporations on viable solutions to protect what has been built, grow generational wealth and prepare for successful transition and business succession.
Ryan has over 15 years of financial service experience and specializes in working with corporations and business owners in areas of investment, protection and succession planning. He obtained his Certified Financial Planner (CFP) designation in 2010 and Chartered Life Underwriter (CLU) designation in 2015 and is an active member of the Canadian Association of Life Underwriters (CALU).
Ryan continuously looks to enhance his knowledge and practice and has found his niche in working with professional accountants to identify clients’ needs earlier on in their operations and with a more holistic approach. Utilizing best practices across multiple disciplines and working with professional accountants has allowed the ADVICO team to be able to develop comprehensive plans covering all aspects of financial, insurance, tax and succession planning as well as builds long lasting relationships with our clients and partners.
Ryan also has a strong sense of community and family. He served as the youngest President in history on the Sherwood park Chamber of Commerce and is actively involved in all aspects of his three children’s sporting activities, either as a coach, volunteer or as proud father.
Mark began working at ADVICO in 2019, returning to work in his home city of Sherwood Park. Mark’s goal is to help his clients realize financial prosperity through the unique strategies he develops for them.
Mark has an extensive background in the financial planning and insurance industry, having started in 2014. Prior to working in the insurance industry, he worked in sales for the energy sector and learned how to work with clients and their needs. Mark completed his Bachelor of Business Administration at NAIT in 2010 and has developed into an advisor that enjoys helping clients meet their financial goals.
Mark is married to his wife Kelsey and they have two dogs, Sammi and Goose. They enjoy the outdoors, traveling and cheering on the Edmonton Oilers.
Lukas began with ADVICO in 2019 and has made it a priority to ensure the client’s needs are being met. Working as an advisor, his role is to liaison with clients and help develop strategies that will benefit the client long-term.
Lukas comes from a diverse professional background, having worked in many different industries. Lukas completed a degree in International Business and Supply Chain Management at Macewan University, which began his career in the energy sector. Deciding to pursue his passion, he went back to University at Laurentian University and completed a degree in Sports Administration, working on projects for various professional sports teams and for the Edmonton Oilers. After working in the hospitality industry and traveling the world, he passionately pursued the financial planning and insurance industry in 2015, where he has been ever since.
Lukas and his fiancé Casandra have two cats, Nala and Gustavo, love to travel, and enjoying getting out in Edmonton to enjoy the many sights and sounds the city has to offer.
Monica has over 18 years of experience in various levels of government and the NPO sector and through hard work and determination has worked her way up from a budget analyst to the Chief Financial Officer. She graduated from the University of Alberta in 2000 with a Bachelor of Arts degree, with a major in Economics, and later obtained her Charter Professional Accounting Designation in 2008.
Monica’s strategic foresight and business planning skills have allowed her to successfully revamp departments and businesses to become not only effective, efficient but creative and forward thinking. Monica believes that critical assessment, evaluation and planning is critical in setting a clear direction for personal and corporate success.
Monica and her husband are proud to be living and raising their two daughters in the community of Sherwood Park. In a short period of time living in this community, her and her family has been fortunate to make great connections, meaningful relationships and lasting friendships and she is happy to call Sherwood Park home.
Patrick comes from a background of game theory and math-based problem solving. Referred to as the “numbers guy” his unique skillset helps bridge the gap between planning and implementation. Patrick takes great pride in understanding his clients unique characteristics and enjoys developing innovative solutions that work. Patrick and his wife were recently blessed by a little brother for their daughter Emery and as if he is not busy enough, he has dedicated time towards attaining his Bachelor of Commerce degree with Athabasca University.
Sherry has been with ADVICO since 2011, initially as the Receptionist/Administrative Assistant and has progressively specialized and grown with the organization to oversee the administrative team. She is committed to providing exceptional service to those she works with, as well as those she works for… our valued clients.
Sherry understands that alongside your written financial plan, there should be a trusting relationship with an effective, efficient and caring team of professionals who will always put your needs first. She has a great deal of experience in the client services field as well as a genuine interest in people. Sherry’s positive, friendly and enthusiastic nature combined with her creativity, eye for detail and organizational skills ensure both our professional team and our clients a pleasant experience.
Away from the office Sherry enjoys time devoted to her family and friends, travel, reading and yoga. She is passionate about helping people and truly believes each one of us is special and deserves to be treated so.
Karen finds enjoyment in helping people and organizations become successful. As ADVICO’S Receptionist and in force client service representative, she is the first person to greet you with a warm welcome and extend a helping hand with her dedicated, approachable and caring personality.
Prior to joining the ADVICO Team in July 2018, Karen spent several years working alongside Alberta Safety Codes Officers providing permits for residential and commercial construction. It was during this time that Karen learned the unique ability to build lasting working relationships and assist customers with the process of understanding how to navigate their way through the building process. Through those customer interactions she was able to recognize that Customers are a valuable asset to any organization.
Away from the office, Karen is a certified yoga instructor and reiki master. Realizing the importance of balance in one’s life, has become a practice that she shares regularly with her family, friends and students.
As the General Manager, Brent has been Involved with ADVICO since April 2007 Brent has always donated his time to his Community. As a coach of numerous sports teams, a member of both Kinsmen and Rotary International, a Chamber of Commerce President and member of his Church Parish Council.
He has managed numerous businesses for over forty years. As a Regional Vice President for a national moving company he was responsible for nine branches employing from 200 to 300 employees from Victoria to Winnipeg for over 20 years.
He was then a successful owner of two retail stores for over 20 years. During this time he also served as an elected Council member for the County of Strathcona.
He retired from politics and then sold his retail stores in 2015 to concentrate on his duties with ADVICO Advisory ever since.
This has also given him more time to enjoy his true passions, travelling with his wife of over 45 years and spending time with his children and grandchildren.
Frances’ primary role on the ADVICO team is to plan and implement our corporate activities, sponsorships and client events. She is a detail-oriented professional with strengths in creation, planning and execution of events at any scale. Her previous experience as an LLQP licensed assistant, adds a wealth of knowledge and expertise to support the work of the administration team.
As a former U of A Athlete, Frances won a National Championship which led to her team being entered into the Alberta Hockey Hall of Fame.
Frances continues to share her love and passion for Hockey by volunteering her time and sharing her experiences while coaching children’s teams and serving as an active member on the Sherwood Park Kings board. Her children also share her athleticism and love of all sports, keeping Frances hopping from the hockey arena, to the gymnastics gym, to the baseball diamonds.
Regan brings with her 20 years of banking experience. Her background ranges from customer service in the retail environment to supporting executives in the Corporate environment. As an assistant, she prides herself on a wholistic philosophy of support with the belief that teamwork & collaboration is the basis of a successful company. She believes everyone is important and gets great enjoyment from helping others whether that be clients or fellow colleagues!
As a life-long learner, Regan has a keen interest in health & well-being and enjoys staying healthy & active. In her spare time she enjoys spending it with friends & family, volunteering, camping, traveling & has recently received her Scuba certification. She recently moved to Sherwood Park with her partner Norm & having lived in Edmonton for 30 years is enjoying the smaller town feel as it reminds her of the small town she grew up in Saskatchewan. She is a proud mom of a son & daughter who are young adults with many interests and a full life.