Frank was born in Prince Albert, Saskatchewan and educated at the University of Saskatchewan where he obtained his Bachelor of Education degree. After two years in the teaching profession Frank moved on to commence his career in the personal finance industry in Calgary working with a major Canadian bank, a finance company and as a business consultant. This experience combined with his education and commitment to learning propelled Frank to the Personal Financial Planning business.
Frank is dedicated to assisting his clients in achieving a personalized financial plan that will allow them to live Life to the fullest through a work-life Balance to which they can remain Committed. These dedications lead Frank to the creation of LBC Wealth Strategies.
Frank has completed the Canadian Securities Course and Personal Financial Planner (PFP) course. He is qualified in the areas of mutual fund sales, life and disability insurance sales and is currently completing the Certified Financial Planner (CFP) program. Frank is also a professional speaker on the topic of the psychology of money. His "Money Habitudes" series has assisted hundreds of people in finding their key to successfully building their financial strategy.
Frank is happily married with twins and resides in Calgary, Alberta. Based on the values of respect, trust, integrity and dignity, he is committed to growing lasting relationships and enjoying the success that financial independence brings for his clients.
Andy has been a long standing business partner of LBC Wealth Strategies as a trusted Mortgage Agent and Broker Owner at DLC Elevation Mortgage.
With a solution focused approach to the mortgage needs of his clients, he feels each client requires a unique mortgage solution. It is because of Andy’s long-standing relationship with his lending partners that he can guide his clients to make the very best mortgage decision.
Matthew is a founding partner of Warren Kachur Osadetz LLP and our trusted contact for our clients legal needs. Matthew has a diverse practice and is experienced in many aspects of the law.
His main practice is in corporate and commercial law, with a focus on corporate structuring, mergers and acquisitions, financing, franchise law, and construction law.
Matthew also has a sizeable practice in wills, estate planning, and estate administration.
