Ivan has worked in financial services since 2000. Raised in Peace River, Ivan is passionate about the people and industry in Northern Alberta. Ivan provides advice in all areas of financial security planning, specializing in corporate insurance and investment solutions.
His dedication to education and remaining up to date in the investment and insurance industries has resulted in Ivan completing many courses; because of this continued commitment to higher standards of professional development, he has completed several designations that are highly regarded in our industry, including, The Certified Health Insurance Specialist; Chartered Life Underwriter and all of the courses required for the Certified Financial Planner designation.
When not in the office Ivan can be found enjoying his other passions, snowmobiling in the winter and jet boating in the summer.
Jeannette has been working in financial services for over 25 years, beginning in banking after completing her degree at the University of Lethbridge. Jeannette moved to Peace River in 2002 to expand her career opportunities, she has taken many industry related courses and holds a Personal Financial Planner designation. As a member of the Buchholtz Financial team for over 15 years, Jeannette has helped clients work towards their financial goals and helped them to protect their greatest asset, themselves. In 2019 Jeannette began working with I.D. Insurance Brokers and has recently narrowed her focus to help business clients with their commercial insurance needs.
Jeannette’s involvement in business and community organizations has strengthened her bond with the community she calls home. Away from the office, you can find Jeannette, with her family, at the hockey rink, ski hill or golf course.
Sarah has been working in the financial industry since 2016. She began as a financial advisor in Peace River after moving back from Vancouver, where she gained her interest in finances. A few years later she started working on her bachelor of business degree with a major in accounting. January 2024 is when she started working with the Buchholtz Financial Services team, along with the sister company Insureline ID. Even thought her focus is life insurance, investments, and group benefits, she does have her general level 2 license to support the Insureline ID growing business.
Sarah feels strongly about helping the community that she was born and raised in and promotes financial education as it is an important factor in individual success. Outside of work, she is an avid curler in the winter, but looks forward to the beautiful summers every year so she can spend time with family at the lake.