Welch Financial is operated by Glenn Welch, designated as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Health Specialist (CHS). We deal with the following companies, selecting the final product based on the best interests of our clients:
About Glenn T. Welch, CFP, CLU, CH.F.C., CHS
Glenn Welch has been licensed for life and health insurance in Alberta since 1986, and currently holds designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Health Specialist (CHS). With clients hailing from a broad range of sectors including medical, professional sports management, and numerous entrepreneurial business owners, Glenn’s focus is on client service first. As an independent insurance advisor, Glenn ensures that every client benefits from the right products at the right time, from a variety of Insurance providers.
Glenn’s passion for working to help individuals build a solid foundation of financial assurance and protection doesn’t end there. He is committed to representing clients aggressively when it matters most, at claim time. And when claims happen, he becomes your personal advocate to ensure that you receive the consideration and timely support that you need from your insurer so that you can focus on the other events that require your time and attention.
What do the designations mean?
Certified Financial Planner, CFP®
The Certified Financial Planner (CFP) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). Advocis is one of the FPSC’s founding member organizations offering courses leading to the CFP designation. An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.
Chartered Life Underwriter, CLU®
The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.
Chartered Financial Consultant, CH.F.C
A Chartered Financial Consultant (CH.F.C.) is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.
Certified Health Specialist, CHS
A CHS (Certified Health Insurance Specialist) is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.