Experience
As a Financial Wellness Consultant Roland develops and delivers customized, employee-focused education programs to corporate clients in a range of private and public sectors. Through interactive presentations, Roland increases financial literacy empowering employees to personalize their pensions and benefit plans to help them achieve their objectives. This approach, in turn, helps employers manage governance risks.
Roland is a compelling presenter, engaging his clients through seminars, webinars, and one-on-one discussions. He creates education programs that generate a greater sense of individual accountability among employees who may not otherwise understand or value the full extent of their pension and benefit plans.
Having begun his career in 2005, Roland worked in financial planning at both an insurance company and a bank in Calgary. Roland holds the Certified Financial Planner designation and earned a B.Com. degree from the University of Calgary.
Areas of Expertise
- Pensions
- Retirement
- Tax
- Retirement
- Retirement Planning
- Estate Planning
- Financial Education
- Investments
- Financial Planning
Professional Qualifications
Professional Qualifications
- Certified Financial Planner (CFP)
- Bachelor of Commerce (BComm), University of Calgary