PAR for Bay St

March 26, 2025 12:00-1:00

Delta Regina

You are invited to an informative Lunch and Learn session focused on the critical importance of protecting and preserving estates for high-net-worth clients. Gain valuable insights into strategies that can help secure your clients' financial future and safeguard their legacy for generations to come. Our guest speaker Terry Brownell, Advanced Case Consultant at Canada Life, will discuss how participating insurance polices can strengthen your clients estate plan.

Terry Brownell, CFP, CLU Advanced Case Consultant

About Terry: Prior to joining the Mid-West Region as the Advanced Case Consultant, Terry spent over 25 years in the Financial Services Industry. He has held several roles including Insurance Planning Specialist, Consultant, Sales Manager, Group Benefits Manager and Regional Sales Manager for the Prairies. He loves the challenge of providing innovative insurance solutions to meet the needs of clients.

Terry completed his Bachelor of Arts (Commerce) from the Royal Military College of Canada in Kingston Ontario in 1991. After graduation, Terry served Canada as a Naval Officer in the Canadian Armed Forces. Terry has also obtained his Certified Financial Planner (CFP)and Chartered Life Underwriter (CLU) designations. He is a Past President of the South Saskatchewan ADVOCIS chapter and the former Prairie Chapters Representative on the Chapter Leadership Council.

Terry is very active in the community, volunteering with both Autism Awareness campaigns, and as a coach with Special Olympics in Athletics and Golf. Terry enjoys most sports and can usually be found on a golf course in the summer orcurling rink in the winter.

Upcoming May Event

May 21, 2025 12:00-1:00

Delta Regina

Upcoming Summer Networking Event

Summer 2025 4:00-6:00

(Tentatively July 22, 2025)

Upcoming September Event

September 24, 2025 12:00-1:00

Delta Regina

Upcoming October Event

October 15, 2025 12:00-1:00

Delta Regina

Upcoming November Event

November 19, 2025 12:00-1:00

Delta Regina

Upcoming Holiday Networking AGM Event

Tentatively: December 16 2025 4:00-6:00 pm

Upcoming January Event

January 29, 2025 12:00-1:00

Delta Regina

Join us as our guest speaker, Scott Sather, CFP®, CIM®, CKA®, FMA, Founder, President, and Financial Planner at Awaken Wealth Management, and Portfolio Manager at Awaken Investments of Aligned Capital Partners shares his insights on how advisors are leveraging AI and technology to revolutionize estate planning today.

Don't miss this opportunity to gain valuable knowledge, network with other estate planning professionals, and enjoy a great lunch.

About Scott

Scott has spent the majority of his career in the financial services industry, with over 27 years of experience working for a large bank-run wealth management firm. Over time, he recognized that the focus was often more on increasing the firm's profits rather than making a meaningful difference in the lives of clients. This realization prompted a search for a better way to serve others.

In May 2021, Scott made the decision to leave the "Big Bank" and founded Awaken Wealth Management Ltd. (Awaken Wealth) to provide clients with a more robust and personalized wealth experience. At Awaken Wealth, Scott combines leading technology and tools to deliver exceptional service. As a Portfolio Manager, he offers investment advice under the fiduciary standard, a legal obligation to always prioritize the interests of his clients. Additionally, as a Certified Financial Planner® (CFP), he upholds a commitment to acting in the best interest of his clients.

Passionate about making a meaningful impact in the lives of others, Scott holds several professional designations, including the Certified Financial Planner® (CFP), Chartered Investment Manager® (CIM), Certified Kingdom Advisor® (CKA), and Financial Management Advisor (FMA).