DOUG DESCHNER, BSC., CFP
Certified Financial Planner
Remarkably, from a young age Doug has shown a love of fiscal prudence. When he was a teenager it was just weird…now it is an attribute.
Doug funded his University of Baltimore Business Administration degree via a lacrosse scholarship. He started his business career at Procter and Gamble, then made a quick stop with J. Walter Thompson as an advertising executive. At the Pepsi Bottling Group Canada, Doug was the Vice President of Sales and Marketing, but always had an eye on the world of financial planning.
Doug became a Certified Financial Planner and is adept in composing comprehensive financial plans for his clients. He is skilled at reviewing and revising portfolios, providing a level of insight and expertise that allows his clients to achieve their long term lifestyle goals. He has founded Provident Partners to be a client focused firm, understanding his firm is non-existent without his clients achieving their goals. He is single-mindedly focused on client success. The value he brings is in his coaching, advice and solutions that are tailored to meet the specific individual and family needs.
Doug is a life-long learner. He exceeds the industry requirements for continuing education and is constantly seeking professional designations. He is experienced in cash flow planning, which allows him to help clients build more effective cash flow plans for their families.
Making a difference as a global citizen, and appealing to his philanthropist nature, Doug is a former Director for the Global Friends Foundation supporting vulnerable children in Tanzania and Uganda. He has summited Mt. Kilimanjaro three times in support of these young people. Doug is a member of the Canadian Lacrosse Hall of Fame and the Manitoba Lacrosse Hall of fame.
In his downtime, you can find Doug the skiing the hills of Big White with his grandkids during the winter, and enjoying the lake or hiking in the local mountains during the summer. He and his wife Vicki love spending time with their 5 kids and ever growing crew of grandchildren.
Insurance products available through Douglas Frank Arpad Deschner.
CHAD ACKERMAN, B.ED, CFP
Certified Financial Planner
Growing up in the Northern reaches of British Columbia forced Chad early on in his life to learn how to adapt to the changing environment around him. Obtaining his Education degree from the University of British Columbia has provided a foundation of skills to communicate knowledge to clients within the community. Having worked for small family businesses, as well as world class companies Finning and Fortis, he recognized the need for financial education for young families and young professionals. This recognized need combined with the aspiration to help people plan and reach their goals has driven Chad forward in his career in the financial sector.
Approaching his clients with a needs based inquiry, Chad puts a strong focus on helping determine the best path to achieve financial wellness. With his cash flow planning experience it is possible to ensure clients are getting the most life from the money they have, while still allocating sufficient funds to plan for their future and the unexpected. A strong focus on ensuring clients have the right asset protection in place has earned him gratitude.
Chads desire to provide his clients with service above the industry standard led him to pursue his Certified Financial Planner designation.
He is not finding much downtime, as Chad and his wife Abbey have four young children. However, he loves the great outdoors, which means you can usually find him fishing on the local lakes, hunting in the mountains or camping with the family.
Insurance products available through Chad Albert Ackerman.