Julia Best

Individual Insurance Consultant

Julia specializes in individual insurance with a focus on values-based financial planning and risk management, helping individuals, families and businesses make confident financial decisions – especially those in unique tax scenarios. Julia takes a unique approach to risk management, determining what is most important to clients as they make meaningful and impactful decisions surrounding their wealth and wealth transition.

Julia graduated from the University of Western Ontario where she majored in Finance and Political Science. She began her career in risk management with London Life, working primarily with young professionals and families. She is currently pursuing her Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Julia has also completed Business Family Dynamics as part of the Family Enterprise Advisor (FEA) program, where she expanded her knowledge further in the world of family business and the unique challenges faced.

For over a decade, Julia has been an active volunteer supporting individuals with Down Syndrome, currently with Ups and Downs – Calgary Down Syndrome Association. She enjoys spending her spare time in Montana, downhill skiing, cycling, and Calgary’s diverse dining culture.

* Insurance services offered through Richardson GMP Insurance Services Limited. Julia Best is a Wealth & Insurance Advisor with Family Wealth Coach Planning Services.

 

Meet our team

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Our Tax & Estate Planning and Insurance Services team

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Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).

 

Craig D. Basinger, CFA

Director, Asset Management, CIO

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

 

Jay Gagnes, CFP, CLU, CPCA

Insurance Consultant

Specializing in corporate tax planning and high net worth personal estate planning, Jay Gangnes is an insurance specialist who works in house as a consultant for Richardson GMP Insurance Services Limited. When an insurance need is identified, Jay works with Richardson GMP’s advisors and their clients to determine how that need impacts their current financial plan and what options are available. Jay and his financial planning team then develop a customized solution that meets the client’s needs and work with Richardson GMP’s advisors to ensure that the implementation of the solution supplements the client’s existing financial plan.

Jay has extensive experience advising clients on the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family-owned businesses. Working with high net worth clients, Jay identifies their needs and enables his clients to increase their wealth and reduce their taxes, while at the same time providing them with increased security and financial stability.

Jay graduated in corporate finance from the British Columbia Institute of Technology in 2003 and has continued his education over the last decade. He received his CPCA designation in 2007 and his Certified Financial Planner (CFP) designation in 2010. Jay received his CLU designation in wealth transfer and estate planning in 2012 and is a member of the Million Dollar Round Table