BIOGRAPHIES:

Brian Schmidt, B.Comm., CFP, CPCA

I was born and raised on a grain farm north of Tisdale, Sask. After high school, I attended the College of Commerce at the U of S where I graduated in 1992 with a Bachelor of Commerce degree in Finance and Accounting.

I entered the financial services industry in 1993 with a firm that subsequently merged with Independent Financial Services in June 1995. In 1999, I obtained my Certified Financial Planner (CFP) designation, completed IFIC’s Branch Managers Course in 2001, and the Certified Senior Advisor (CSA) designation in 2005.

I have been a Senior Associate with the Regina office of Independent Financial Services Ltd. since 1996, as well as the Branch Manager for the Regina office of Investia Financial Services Inc. – our investment fund dealership – since 2002.

I am married to Colleen, with 2 wonderful sons William and Alex. I enjoy golfing, fishing, reading, current events, and the Riders! I like to volunteer with my kid's school and my church.

 

G. Scott Calcutt, CFP, CLU, ChFC, CPCA

I grew up on my family’s seed farm at Lemberg, Sask. With young parents, I was not in a position to take over the farm for many years. So I became a financial planner, becoming a specialist in comprehensive retirement, investment, estate, and tax planning for farmers and small business owners. Now in my 28th year in this career, farming is behind me, but I enjoy working with farm families on their business management and succession issues.

I started financial planning in 1990 with Yeager & Associates in Saskatoon, which merged with Independent Financial Services in June 1995. My particular expertise is in life insurance products and its many estate & investment planning applications, plus dealing with the soft issues in transferring businesses to the next generation. The challenge is to teach clients where to start and where to stop.

As a Senior Associate with Independent Financial Services Ltd., I have attained my Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), and CPCA designations over the years.

I have two great grown-up children, Stephanie and Kristopher. In my free time, I enjoy cooking, golfing, fishing, playing cards, and being involved with the Regina Thunder, Regina Minor Football, and the Regina Capital Cosmopolitan Club.