Lloyd Litke CFP, CLU, CH.F.C.

President- Financial Advisor

After graduating from college, I worked in the banking industry. I then moved to the personal financial service industry. During my tenure, I hired and trained hundreds of advisors. I have taken on senior leadership roles with numerous, large insurance companies.

My focus is to help people to understand their current situation, and to provide them with options. I inform and educate them with the various options that are available, taking into consideration their unique circumstances.


  • Accreditation:  Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (Ch.F.C),  and Life and Accident Insurance Licensed
  • Industry experience since 1978
  • Licensed in the province of British Columbia and Manitoba
  • Member of Advocis and Financial Planning Standards Council