Who We Are
A niche team of innovators, strategists, and relationship builders with big ideas.
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 M. Jewell
Ryan M. Jewell, B.COMM, CLU
Founder & SENIOR CORPORATE ADVISOR
Ryan has over 25 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 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.
Patrick Chapelsky
Patrick Chapelsky, LLQP
Lead Strategist
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 Ambrose
Sherry Ambrose
Client services Manager
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 Strawson
Receptionist/In Force Client Services
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.
Frances Jewell
Frances Jewell, BEd, BPEd
operations lead
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.
Jack Jewell
Jack Jewell
strategist
Jack’s role on the ADVICO team is to free up our advisors by helping behind the scenes so they are able to focus on providing more service for our clients. Recently being introduced to the insurance world, Jack is thrilled to grow his knowledge in the field and continue to find innovative solutions.
As well his commitment to ADVICO, Jack plays for the AHP Renegades baseball team located in St. Albert. Next year, he will be attending Barton Community College in Kansas to play for the collegiate baseball team.
In his free time, Jack enjoys weekends at the lake, cheering on the Oilers, and spending time with his friends and family.
Ramy Alshamy
Ramy Alshamy
Strategist
Ramy has a background in banking as well as experience in trading and sales. He has also obtained his MBA in finance in his home country of Lebanon. Ramy is a strong multi-tasker, enjoys working with numbers, is an effective communicator and loves collaboration within the team as well as with clients.
Ramy has recently moved from Lebanon with his wife and 3 year old daughter.
In his free time Ramy loves to work out and enjoys playing volleyball.
Lisa Lee
Lisa Lee
Executive Assistant
Lisa has a strong background in administration client relations. She has the ability to mesh well with clients and team members from many different environments. Lisa excels in finding ways to help others accomplish their tasks and reach their goals. recently she has been learning about accounting and finance and looks forward to taking a deep dive into the world of insurance.
In her free time, Lisa loves spending time with her husband and two sons. She enjoys a quiet evening playing strategic board games with close friends or snuggled up on the couch with one of her pets.