Gary Clark CLU TEP has over 50 years experience working with many of Western Canada's most successful business owners on estate and business succession planning.
An industry recognized expert on insurance funded shareholder agreements, he is a frequent keynote speaker at insurance and tax conferences across Canada.
Gary is a founder of CALU and a founding chair of STEP Edmonton. He has addressed the Conference for Advanced Life Underwriting (CALU), STEP National chapters, Video Tax News, CICA Northern Alberta and taught at the Banff School of Insurance. He has also authored several articles in the industry Forum magazine on business succession.
Colin has been in Client Service and Operational Management for over 20 years. Having dealt with thousands of clients, countless team members and a wide variety of products, he has dedicated his energy into re-tooling Clark Insurance Advisory to continue to be a company worthy of our client's trust.
After a career as a Registered Nurse, Kelly chose to follow the path of an Entrepreneur and has been a business owner/operator for 17 years. A dedicated family-person, she is an ardent supporter of the community and local business. Having taken the opportunity to partner with her father, brother and sister-in-law at Clark Insurance Advisory, Kelly hopes to connect with families and business owners alike to provide clarity on insurance and estate planning.