Gord Sandberg, CFP, CLULU, CH.F.C.
Vice President & Estate Planning Specialist
A specialist in his field who has earned the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations, Gord began his career in the insurance industry in 1982.
Working closely with Darrel Ripley, Gord employs a comprehensive diagnostic process to assess your wealth management needs and then recommend creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works as necessary with your other professional advisors to develop appropriate solutions.
Equipped to focus on both personal and corporate insurance solutions to help increase your net worth, Gord can help reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions.
He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.
Norm is based in Calgary and covers Mid-Market M&A in Alberta, Saskatchewan, and Manitoba
Estate & Trust Advisor
As an Estate and Trust Advisor, Laurie has been serving clients throughout Northern Alberta for over 30 years. She works with individuals, families and businesses to provide customized estate, trust and incapacity solutions.
Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Laurie understands that each client is unique.
Laurie brings to each client the skills necessary to provide the technical expertise that delivers solutions, supported by the sensitivity to manage the frequently the emotional complexities that underlie these issues.
Avideh Musgrave, B.A. (High Honors), LL.B.
Will & Estate Consultant
Avideh Musgrave is an experienced lawyer with a strong commitment to educating people on the importance of estate and legacy planning. She received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and, prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.
An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates issues for organizations such as the Legal Education Society of Alberta, the City of Edmonton, and the Edmonton Community Foundation. She also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh is an active member of the Wills & Estates Subsection of the Canadian Bar Association, Elder Law Subsection of the Canadian Bar Association, Edmonton Estate Planning Council, Oliver Centre Board of Directors, and the Etown Salsa Dance Team.
Director, Mid Market M&A
Norm has eleven years of corporate finance experience. He has diverse finance and transaction experience as the CFO of two Edmonton-based public companies and as an M&A advisor at a national accounting firm. Norm spent the last seven years with MNP Corporate Finance serving privately held businesses in Western Canada. He holds an MBA from the Richard Ivey School of Business at the University of Western Ontario and a Bachelor of Arts from the University of Victoria. Norm is based in Calgary and covers Mid-Market M&A in Alberta, Saskatchewan, and Manitoba