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Our team works together, each contributing their unique strengths within our proprietary Wealth Creation System™. Besides our core team members, we also have a staff of expert associates available and on-call for: portfolio management, life/disability/critical illness insurance, personal and corporate banking services, legal, mortgage brokering, realtors, tax, trust and estate planning (including cross-border issues). We also keep a list of “Wealth Creation Preferred service providers” – people that we, or people close to us, have had amazing service experiences with that range from car dealerships and physicians to tile-setters and plumbers. You will be more excited with enhanced clarity of direction, more confident by leveraging our pool of expertise and more capable through using the efforts of a team, with measurable progress at the end of the day. Pam Lavers Pam is the co-founder of our proprietary Wealth Creation System, which is a process to implement our philosophical approach on how financial affairs should be applied to your life. Don’t follow the crowd. Follow a philosophy and follow a plan. Pam leverages her unique strengths along with her academic knowledge and work experience to contribute to our team effort inside this system. She is passionate about doing everything possible to support her clients, whether it has to do with her typical role or not. She believes that when we change our choices, we change our results. Pam is a true Calgarian having been born and raised here. Growing up in the Lake Bonavista area, she was an enthusiastic kid…a bit of a handful then but she is a visionary now and her endless energy is noticed by everyone. Many people get in touch with her as a pick-me-up! She brings that same enthusiasm to what she does now, passionate about helping clients make brilliant financial choices and developing creative business strategies. Pam brings tremendous care and effort to her work because she truly loves it and wants to protect our clients from financial drama. She knows the Tower Group’s success comes only because of her commitment to helping others succeed. Pam attended the University of Calgary and University of Lethbridge, graduating with a Bachelor of Commerce majoring in finance and marketing. As a Certified Financial Planner (CFP) she has a long list of qualifications, which grows more comprehensive through continued education. The CFP mark identifies individuals who are dedicated to the highest level of professionalism in providing financial services. She has also been a member of various financial organizations such as the Million Dollar Round Table – an elite group recognizing the top 3% of financial professionals worldwide and Advocis – the premiere Canadian association for insurance and financial advisors. We are also part of the Wealth and Estate Planning Group. Pam has been working within the financial services industry since 1994 at TD bank, leaving in 1999 to start the Tower Group. Kelly Taylor Kelly is the co-founder of our proprietary Wealth Creation System, which is a process to implement our philosophical approach on how financial affairs should be applied to your life. Don’t follow the crowd. Follow a philosophy and follow a plan. Kelly leverages his unique strengths along with his academic knowledge and work experience to contribute to our team effort inside this system. He is passionate about financial literacy related to decision making and discussing how to use your available resources to get what you want out of life. Kelly knows that you don’t have to compromise if you’re willing to sacrifice, which is about trading up, not trading off. It’s not just giving something up, it’s about doing something that might be difficult in exchange for something much better. A clear plan and sound philosophy help us to sacrifice what isn’t important so that we can have what’s most important to us. Kelly grew up in Central Alberta, watching the glory days of Edmonton Oiler hockey and Eskimo football in the City of Champions but don’t hold that against him though. As a kid he was the same as he is now…often seen as serious and intense, which he is about certain things in life. People are sometimes surprised by the fun, goofy side of Kelly since he is also serious about enjoying life to the maximum! Applying the same goal-oriented drive to his personal life, Kelly can often be found working at improving on golf, downhill biking, riding skills on his Ducati, snowboarding and guitar. He is also a voracious reader, usually going through several books a week. Kelly holds a Bachelor of Commerce from the University of Alberta School of Business and holds a diploma in Operational Research from the Canadian Operational Research Society. As a Certified Financial Planner (CFP) he has a long list of qualifications, which grows more comprehensive through continued education. The CFP mark identifies individuals who are dedicated to the highest level of professionalism in providing financial services. He has also been a member of various financial organizations such as the Million Dollar Round Table – an elite group recognizing the top 3% of financial professionals worldwide and Advocis – the premiere Canadian association for insurance and financial advisors. We are also part of the Wealth and Estate Planning Group. Connie Yue Connie's responsibilities focus on processing investment transactions in a timely and accurate manner. Her diligence and loyalty are beyond reproach. Connie has worked with the Tower Group ever since Pam first got into this business and we hope that we have her as part of the team for life! Her family is of utmost importance to her and her hobbies include enjoying the mountains and camping. Prior to her work with us, Connie excelled as a marketing coordinator in the telecommunications industry. In addition to Connie's first degree in Commerce, she has also taken the Canadian Securities Course and various seminars to improve her financial knowledge. Sheila Newton Sheila has worked as a bookkeeper with the Tower Group for many years, and still does, but has recently been promoted to take over the scheduling management and some of the marketing functions within the office. Her expertise as a fantastic mother is definitely used and appreciated, whether it’s via organizing records, managing our busy schedules or hosting a Tower Group event. With experience as a small business owner for almost a decade Sheila truly has the perspective of a business owner, since she is one herself, and understands their unique needs, wants and demands. As with everyone here, her strengths are unique and offset the weaknesses of others to create a well-rounded team…it takes a strong personality and unique sense of humor to make the team! Sheila grew up in Saskatchewan but moved to Calgary almost 15 years ago. Spending as much time as possible with her husband and 3 boys, she considers family the priority and meaning in life. Alongside all her other activities, she is passionately involved in educating others about life-threatening allergies in children – she wrote the book! www.peanutaware.com Sheila dedicates any spare-time (which isn’t much) to her love of horses and enjoyment of camping. Dean Powell Dean and The Tower Group have had a productive, ongoing working relationship for over 10 years. Our philosophies match, whereby we believe in proactive, future oriented planning using past experience effectively in decision making as a team. We value Dean’s ability to explain the applicability of complex tax and financial concepts in a simple way to our clients. Dean was formerly the Controller for Stride Management, a Calgary based marketing firm that specializes in not-for-profit fundraising such as managing and audit for charitable lotteries. Not only was he an accountant for the Corporation, but also for individual clients, where he began to build his book of business with The Tower Group. Prior to joining Stride Management in 1998, Dean was a Senior Auditor for the Canadian Customs and Revenue Agency in the tax avoidance department for 8 years. We are glad he came back from the “dark side”. Dean leverages his unique strengths along with his academic knowledge and work experience to contribute to our team effort inside the Weath Creation System™, helping clients piece together the tax effectiveness of their plan, and a meticulous way to work your business so you can take more home than you pay to the government. Dean grew up in Medicine Hat and has lived in Calgary for 30 years, obtaining his degree in Commerce (accounting) at the University of Calgary. Family priorities were the core reason Dean made a transition into running his own practice and dealing with The Tower Group’s Wealth Creation clients. The name “J & N” came from Jacob and Nancy, his rambunctious twins. In his spare time Dean loves reading, enjoys camping and riding his Harley Davidson bike. |
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