In the Media
In the News
July 20, 2017
Wealth Professional Magazine published this article, highlighting how we serve our clients.
http://www.wealthprofessional.ca/news/i-thrived-after-launching-my-own-firm-228445.aspx
June 27, 2017
Turning on the cash taps at retirement is a science - The Globe and Mail
https://www.theglobeandmail.com/globe-investor/globe-advisor/turning-on-...
Jan 27, 2017
3 Ways to get the most out of your first meeting with a financial planner
http://specialfeature.financialplanningforcanadians.ca/articles/3-ways-t...
Jan 4, 2016
Top five traits of successful advisors
http://www.globeadvisor.com/AdvisorSunLife/Articles/20160104_001/Top_5_Advisor_Traits.html
July 19, 2016
2016 PlanPlus Global Financial Planning Award - Americas Region
Sterling Rempel was selected as one of six finalists in the Global Financial Planning Awards in the Americas Region.
http://www.planplus.com/ca/gfpa
May 25, 2016
PlanPlus Announces Calgary's Sterling Rempel as Canadian Financial Planning Awards Second Runner Up
http://www.planplus.com/ca/planpluscanadafinancialplanningaward
May 5, 2016
Sterling Rempel has again been selected as a finalist for the Wealth Professional Awards 2016.
He has been recognized in the Outstanding Advisor – Insurance Channel, and Multi-Service Advisor of the Year categories
http://wpawards.ca/index.php/finalists/2016
July 30, 2015
Four critical retirement investing mistakes to avoid
http://www.globeadvisor.com/AdvisorSunLife/Articles/20150730_001/sunLife_retirement_investment_mistakes.html
May 2015
Sterling Rempel has been selected as a finalist in two categories at Wealth Professional Awards 2015!
He has been recognized in the Outstanding Advisor – Insurance Channel, and Socially Responsible / Impact Investing categories.
From thousands of nominations and hundreds of research calls, it is a great honour for Sterling to be chosen as one of this year’s finalists.
This year’s complete list of finalists are here: http://wpawards.ca/index.php/finalists.
Presentations by Sterling:
Client seminars & events:
- Opportunity International Canada, annual luncheon Oct 16, 2015
- Small Business Seminar: NDP Tax changes Sept 2015
- “What Canadians need to know about US Tax law”, November 9, 2011
- Opportunity International annual luncheon, Oct 21, 2011
- 9th annual tax planning for the wealthy family. Federated Press, Calgary, March 20 & 21, 2011
- “One person can make a world of difference” Socially Responsible Investing update, February 15, 2011
Media interviews with Sterling Rempel:
-
Sterling Rempel for Financial Planning Week, November 30, 2014
- What to do with a tax refund, Breakfast Television, May 20, 2010
- Debt debate prompting more Canadians to review their investment portfolios, Global TV, July 26, 2011
- Experts on Call: one hour radio interviews CHQR, February 2005, February 2006
Print interviews with Sterling Rempel:
- Baby Boomers having children later? Sterling Rempel's financial advice featured here:
http://www.advocis.ca/pdf/Forum/oct2015/p12-15-Coverstory-Baby-boom-OCT2... -
Working retail brings relief – and new worry
https://www.theglobeandmail.com/globe-investor/personal-finance/financia... - Ethical investing offers opportunities for Canadian advisors: Reuters, December 17, 2012
- Stabilizing finances in turbulent times, Winnipeg Free Press, January 2012
- Rearranging retirement, Advisors Edge, October 2011
- A safe place for your clients’ vital documents, Investment Executive, October 2011
- Dealing with the big draw down, Advisor.ca, September 8, 2011
- Baby boomers tweaking views on retirement, Calgary Herald, July 24, 2011
- Savings trends point to lack of planning, Wall Street Journal Online, March 10, 2011
- Health may determine retirement date, Wall Street Journal Online, February 7, 2011
- What’s in your inbox, Advisors Edge, October 2010
- Millions need help consolidating assets, Advisor.ca, September 14, 2010
- A stash for cash, or investment vehicle, Globe & Mail, December 11, 2009
- Financial Planning key to achieving retirement wishes and other long-term goals, Globe & Mail, October 5, 2009
- Helping retired clients balance dreams and needs, Investment Executive, Mid-November 2009
- Watch out for wallet sippers, Calgary Herald, April 30, 2008
- Hey, big spender, Calgary Herald, April 28, 2008
- How to plan for when a client starts a business, The Insurance Journal, August 2008
- Bumper year seen as markets roar ahead, Investment Executive, Mid-February 2007
- On the hunt for a sure bet, Globe & Mail January 24, 2007
- Minding your own business, Investment Executive Money Planner, 2007
- Seniors are newest market niche, Investment Executive, August 2006
- Church isn’t sole path to the soul, Calgary Herald, January 27, 2006
- More than the money, Investment Executive, Mid-November 2005
- Approaching Retirement, Lifestyles 55 magazine, Autumn 2005
- Cooler heads prevail; preserving inheritance, National Post, August 22, 2005
- Understanding the spiritual side of older clients, Investment Executive, August 2005
- Frontline advice on starting your own referral network, Advisor.ca, May 2005
- When the RRSP is maxed out, Investment Executive, Mid-November 2004
- Ethical Investing is growing, Calgary Herald, May 15, 2002
- The Heart of Giving, Advisors Edge, April 2000
- Keeping up appearances, Investment Executive, May 2000
- Balancing work and faith, Investment Executive, November 1999
Volunteer lectures & seminars
- FNCE 343 - Personal Financial Management, Haskayne School of Business, University of Calgary, numerous lectures
- RMIN 439 - Life And Health Insurance, Insurance & Risk Management, Haskayne School of Business, University of Calgary, numerous lectures
- Creative Uses of Life Insurance, 9th Tax Planning for the Wealthy Family, Federated Press, Calgary March 2011
- Charitable Giving through Life insurance, Canadian Music Centre, November 2009
- Fundamentals of Financial Planning:
- Calgary Academy of Veterinary Medicine, March 2006
- Association of Records Management & Administration, January 2006
- Christian Planned Giving Consortium, February 2004
- Use of Life insurance in Estate and Charitable Gift Planning, Southern Saskatchewan Life Underwriters Association, March 2005
- Corporate Investment Strategies, Calgary Dental Association, April 2004
- Charitable Planned Giving, Alberta Bible College Board retreat, November 2003
- Business Succession Strategies, Western Canada Veterinary Medicine Association,March 2002
