Ivan Buchholtz, CLU, CHS
Financial Security Advisor
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.
Jeannette Danks, BA, PFP
Jeannette has been working at Buchholtz Financial Services Inc. since August 2010. Prior to joining the team, Jeannette spent 12 years providing investment advice to bank clients. Jeannette has spent much of her time taking investment, insurance and tax planning courses and has earned the Personal Financial Planner designation. Jeannette has the ability to provide advice and service to most clients, including investment, insurance, group benefit and financial planning advice. Please stop in to meet Jeannette and see what she can do to help improve your finances.
Away from the office Jeannette spends time with her family, at the curling rink and at the lake. She has spent more than 10 years on the board of the Curling Club, participates in the Chamber of Commerce and has helped in fundraising initiatives for many community groups.