The Tower Group:Welcome

Our Team Our Associates and Alliances				Wealth Creation Consultants Our team provides retirement planning, wealth accumulation and estate planning to their clients. The Tower Group Team is committed to service excellence, client care and ensuring the efficiency of the group. Pam Lavers Founder of the Tower Group Wealth Creation Consultant Pam has been working within the financial services industry since 1994. She began with 5 years of personal and commercial banking experience with the TD bank, and left in 1999 to begin her own practice. She has been a member of various financial organizations such as the Million Dollar RoundTable- an elite organization that acknowledges the top 3% of financial professionals worldwide; and Advocis, the premiere Canadian Association for Insurance & Financial Advisors. Pam also has a long list of academic qualifications, which grows more comprehensive through continued education. Pam is the co-founder with partner Kelly Taylor of The Wealth Creation System™. She has structured her business to support successful professionals, business owners and young entrepreneurs. On a more personal note, Pam is a true Calgarian, born and raised. She attended the University of Calgary, and the University of Lethbridge, graduating with a Bachelor of Commerce. Pam is an avid golfer, and cyclist. plavers@thetowergroup.ca Kelly Taylor Partner Wealth Creation Consultant As an active partner with the Tower Group in Calgary Alberta, Kelly's area of expertise is financial planning and investment management for individuals and small businesses. He earned his B.Comm from the University of Alberta School of Business and holds a diploma in Operational Research from the Canadian Operational Research Society. Kelly has also worked in the accounting divisions of many companies in Alberta's Oil and Gas industry. Kelly also has a long list of academic qualifications, which grows more comprehensive through continued education. Kelly is the co-founder, with partner Pam Lavers, of The Wealth Creation System™. He has structured his business to support successful professionals, developing business owners and young entrepreneurs, with a passion towards new venture creation. Athletics are an integral part of Kelly's life as well; including snowboarding and golf. ktaylor@thetowergroup.ca Connie Yue Lead Investment Administrator Connie's responsibilities are fulfilling client's financial investment requests on a timely basis and to assist in preparing the best financial solutions, ensuring that everything is properly placed and monitored. After 8 years of working with The Tower Group's team, Connie realized that having a strong knowledge in financial products and a keen sense of investment markets gives her an edge to providing excellent customer service to clients. 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. She is a valued member of The Tower Group team. cyue@thetowergroup.ca Dean Powell C.A. Accountant Dean provides a full range of accounting and tax services including tax planning, corporate reorganization and estate tax planning. Dean has over 15 years of experience with Corporate and Personal taxation and has served both Canadian and American taxpayers and cross-border tax planning. Dean is a CA with 8 years of experience, coming from a background with Revenue Canada in the tax-avoidance department, and has trained many within that organization today. He is the controller of Stride Management who manages and audits lotteries such as the Children's Home Lottery. When not hard at work, Dean is quite the Harley Davidson enthusiast. Ari Taub Lawyer Ari has been practicing law in Calgary since 1998. He has a general practice consisting of Wills, Estate Planning, Corporate Law and Real Estate. He, and his para-legal, Lisa Dreher, have been instrumental working with The Tower Group clients, in making wills and estate planning a simple and fun experience. Ari's main focus is on corporate reorganization, succession planning, trusts and corporate set up with management (with the help of Chris Dumont -paralegal) and shareholder and buy-sell agreements. On a more personal note, Ari has won multiple world championship wrestling matches. Charlotte Wilson Off the Books- Bookkeeper Charlotte has been an off-site bookkeeper for some of The Tower Group's clients at their offices. She has worked as an independent bookkeeper since 2004. Charlotte maintains clients' account receivables, payables and inventory management and bookkeeping on a day-to-day basis. Charlotte is familiar with Simply Accounting™, QuickBooks™ and many independently designed inventory and business management programs. Charlotte also maintains our clients who are on medical disability with government reporting on the Capital Health plans, as well as medical expense tracking for tax reporting.

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