Craig Strain, CFP®, CLU®, CHS®
Craig has 11 years of experience in the financial services industry and is recognized as a Certified Financial Planner®(CFP®) and Chartered Life Underwriter® (CLU®).
As a CFP®, Craig adheres to the highest ethical standards which are focused on establishing a client centric financial practice. Through consistency and professionalism, Craig is able to establish a foundation of trust, integrity, and mutual respect with his clients so that he can best assist individuals, business owners, and households achieve their financial goals.
Craig was the recipient of the 2017 CLU® Dunstall Award in Alberta and completed his Certified Health Insurance Specialist (CHS®) designation in 2018. His dedication to professional development reflects his commitment to better assist his clients in the areas of income replacement, risk management, retirement planning, estate planning, and wealth transfer.
Craig has a genuine passion for helping others and contributing to his community. He has been an active member of the Canadian Progress Club - St. Albert (www.cpcstalbert.ca) since 2008 and acted as the Club’s President from 2011-2014.
Craig is a graduate of the University of Calgary where he attained a Bachelor of Education as well as a Bachelor of Kinesiology. While attending U of C, he was a member of the University of Calgary Men's Hockey Program from 2000 – 2005.
Craig is also a proud member of Advocis - the Financial Advisors Association of Canada.
Steve Emerson, CHS®
Steve has been involved in the financial services industry for 10 years.
After spending most of his career in the private market, he now focuses on assisting individuals, families and business owners create a customized financial plan to build and protect their wealth.
Steve holds his Mutual Funds, Exempt Securities and Life Insurance licenses and is recognized as a Certified Health Insurance Specialist (CHS®).
Steve is a dedicated husband and family man. He is a proud father of three. As a long-time resident of St. Albert, Steve is excited to assist families and businesses in his community. He works closely with his clients to find the best solutions to help them reach their financial goals.
Steve is also a proud member of Advocis - the Financial Advisors Association of Canada.