As professional financial planners, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or constructing your portfolio wisely, we have the experience and resources to meet your needs.
Ryan believes that each client is unique, and that the financial planning strategies he offers must be customized to achieve their specific goals and dreams. His passion for helping individuals and families plan for their retirement inspired Ryan to pursue a path as an independent financial advisor within a reputable and trusted firm.
Over the span of his 20+ year career, Ryan has gained valuable experience working in various advisory and relationship management roles with top tier banks and wealth management firms. He began his career in 1996 after graduating from college with a diploma in Accountancy in 1995. He soon began enhancing his education by taking the Canadian Securities Course and Certified Financial Planning courses as he chose to specialize in areas of investment and retirement planning. He attained the Certified Financial Planning designation in January of 2000.
Ryan resides in Cochrane, AB with his wife Jennifer and his two wonderful children. They enjoy spending their summers camping, hiking and taking advantage of the wonderful landscape that Alberta has to offer. They also keep busy in the winter with the kids’ activities including dance, hockey and swimming lessons. Ryan has also enjoyed volunteering for the Calgary Stampede on the Downtown Attractions Committee.
It is Larry’s belief that wisdom derives from the integration of knowledge and experience. He strives to apply the insight, perspective, and judgment gained over a lifetime of work in financial services, to the development of plans and strategies which will materially benefit his clients. He has always recognized the importance of maintaining a depth of knowledge specific to financial matters, and feels it is even more important to know his clients at a level of understanding that allows him to align his advice with the deeply held values, goals and dreams of each individual.
In a career that has spanned more than fifty years, Larry has achieved much recognition for his achievements as a successful independent advisor, but he continues to find the most reward in the trust and confidence placed in him by his clients.
Larry is a devoted husband, father and grandfather. He is an avid fly fisher, an automobile enthusiast, loves photography, cooking, music and enjoys a variety of outdoor pursuits.
Marlene is a dedicated and committed individual who has been a representative in the financial industry for 40 plus years. A Mutual Funds Advisor with Manulife Securities Investment Services Inc. and a Life Insurance Advisor with Marlene E. Spielman Financial Consulting Ltd. These credentials and experience provide her with an extensive knowledge which is used to assess client’s individual goals and needs. What she values most is the confidence and trust her clients have placed in her.
Marlene has been married to her husband, Bain for over 40 years and they enjoy supporting their nieces and nephews. She enjoys classical music, cooking, entertaining, gardening, reading and spending time with family and friends.
At Wealthwise Financial Group, we are very proud of our excellent administrative team. They work hard to provide friendly, polite and timely service to our clients.
Donna Marushechka, Administrative Support Officer, has 13 plus years of administrative experience mostly in diverse multi-company office environments and another 14 years of customer service experience in the hospitality industry. She joined Wealthwise Financial Group in June 2018. Her varied experience enables her to assist our clients in a warm and friendly manner.
Donna enjoys spending time with her two cats and cheering for her favorite hockey team, the Winnipeg Jets.
Irene Johnson, Administrative Support Officer has worked the past 35 years in administration and customer service roles. She joined Spielman Financial Consulting in February 2015. Her experience and knowledge are an asset in providing service to our clients. Irene is always happy and willing to assist where needed.
Irene and her husband John devote their time to family and friends. She enjoys cooking, baking, entertaining, gardening and reading.