Owner
Ivan Buchholtz – Owner
Ivan has worked in financial services since 2000. Raised in Peace River, Ivan is passionate about the people and industry in Northern Alberta. Ivan provides advice in all areas of financial security planning, specializing in corporate insurance and investment solutions.
His dedication to education and remaining up to date in the investment and insurance industries has resulted in Ivan completing many courses; because of this continued commitment to higher standards of professional development, he has completed several designations that are highly regarded in our industry, including, The Certified Health Insurance Specialist; Chartered Life Underwriter and all of the courses required for the Certified Financial Planner designation.
When not in the office Ivan can be found enjoying his other passions, snowmobiling in the winter and jet boating in the summer.