CPA, CA, CPA (IL,USA),
Dave joined Castle Financial Group in the spring of 2018 as the Vice President of Business Development. Dave worked as a Private Enterprise Consultant for Deloitte Canada for 19 years before he joined MNP in 2010 where he served as the Vice President of Private Enterprise for 7 years.
Dave is harnessing his ability to develop exit and succession plans for entrepreneurs and private enterprise in Calgary and British Columbia.
Dave founded the Deborah Zimmel Triple Negative Breast Cancer Foundation along side his daughters. Dave likes to spend time in Vancouver with them any opportunity he gets.
*Dave is not licensed with Portfolio Strategies Corporation
Lloyd joined Castle Financial Group Ltd. in early 2013 as an associate. Lloyd is a Certified Financial Planner (CFP®), Chartered Life Underwriter, (CLU®), and Certified Health Insurance Specialist (CHS™). Prior to working with Castle Financial Group, Lloyd previously worked at PPI Solutions and began his career as an associate with RBC Insurance in 2006.
Lloyd sat in a volunteer position on the board of the Financial Advisor's Association - Calgary Chapter (Advocis Calgary) as the Sponsorship chair for 5 years. In this role, he was responsible for organizing various fundraisers and sponsorship events for the Chapter.
Lloyd is originally from Red Deer, Alberta and moved to Calgary in 2006. He enjoys watching soccer in the summer and snowboarding in the winter.
*Lloyd is not licensed with Portfolio Strategies Corporation
BA, MBA, PFP
Anna came on board Castle Financial Group Ltd. in 2017 as an associate. Anna is a Personal Financial Planner (PFP) and has over 20 years of Financial services experience. While completing her MBA, she worked as a Branch Manager in the Financial Industry.
Anna acts as a financial coach at one of her daughter's school. She helps fellow parents analyze their cash flow and develop a better understanding of their financial climate.
Anna is originally from Prague, Czech Republic and came to Canada in 1990. She established herself in Toronto, Ontario and remains their today with her family. She loves to bake exquisite cakes and cookies. Most of all, she loves spending time with her daughters.
*Anna is not licensed with Portfolio Strategies Corporation
BA, FPSC Level 1®
Lynden started his career as an insurance agent in 1991, completing the Life Underwriters training course in 1992. Lynden joined Castle Financial Group at formation in 1995. In 2011, he earned the FPSC Level 1 Certification in Financial Planning.
Lynden's maintains a select group of younger professionals as clients. He enjoys helping them develop a secure wealth accumulation plan.
Lynden was lucky enough to grow up on an orchard in Kelowna, British Columbia. He still loves BC fruit. On weekends and summer afternoons, you can often find him helping with his wife's Apple Lady fruit table at one of the local farmers markets.
*Lynden is not licensed with Portfolio Strategies Corporation