Our Team

 

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Chris J. KorteB.Ed. - CFP®

Financial Planner

Chris focuses on providing complete retirement planning from the ACCUMULATION stage to (and through) the INCOME stage. His specialty is full financial advice, education, and solutions for individuals,...
Read more

Teresa Krammer

Licensed Assistant

Teresa has worked in the financial services industry for over 35 years, joining Chris's team in 2014. A common thread throughout her background of work has been her strong customer service skills whic...
Read more
 

Community Support

 

Sherwood Park Rams Bursary Society

The Sherwood Park Rams (Bantam) Football Club established this Bursary program in 1996. For twenty years, the Annual Sherwood Park Rams Bursary Golf Tournament was the funding cornerstone for the Bursary program. Proceeds from this tournament have been and will continue to provide bursaries to Rams Alumni who are attending post-secondary institutions. Over the years, the Bursary has awarded more than 224 bursaries and growing. As an organization, we are very proud of this achievement and equally proud that this is the ONLY Bantam football team with a bursary program of its kind in Canada. For the last six years of the fundraising golf tournament, Chris Korte volunteered as the Tournament Chairperson.

Proud member of BNI Park Power Connections

Chris is a founding member of BNI Park Power Connections, a Chapter in the BNI Alberta North region that has met every week since April 2008. BNI is the World’s Largest Business Networking Organization. Founded in 1985 by Dr. Ivan Misner, BNI® is a global, proven business networking organization. As a member, Chris has surrounded himself with trusted business professionals who work together and help each other grow their businesses through their commitment to our principal core value, Givers Gain®. Each week, in thousands of communities across the globe, Members meet with other trusted business leaders to build and nurture lasting relationships and pass qualified business referrals. Having access to dozens of trusted professionals to help with client needs of any capacity has been an invaluable asset for Chris and his clients;