Our Team

The Capital Estate Planning Corporation team has three areas of specialization, each serving our clients with the team's accumulated expertise.

1. Insurance and Estate Planning Services Team

We are proud to present to you our Insurance and Estate Planning Services Team who strives to: "provide individuals and families with peace of mind regarding financial and estate planning matters through the delivery of products and services that prepare for current and future generations"

Randy Olson, CLU; President (Edmonton)
Randy is the Founder and President of Capital Estate Planning. He holds a Chartered Life Underwriters (CLU) designation and has had extensive personal service and management experience in the pension and investment industry since 1967. He is a member of Advocis and subscribes to its codes of ethics and standards of conduct. Randy has also been a member of the Edmonton Estate Planning Council for over 30 years; served as the Past President of Advocis Edmonton; chaired the Alberta Insurance Council for the regulation and supervision of the insurance industry in Alberta; and served as a seminar leader and lecturer for Grant McEwan College, Banff School of Fine Arts, and Teacher Conventions throughout the province in the areas of estate and retirement planning. Outside of the financial services industry, Randy also makes significant contributions to the community. He is a Charter Member of the Sherwood Park Rotary Club; a Board Member of the Robin Hood Foundation for the handicapped; past President of Festival Place in Sherwood Park; and served on the Edmonton Petroleum Club Board of Directors and Senate Alumni University of Alberta.

Dianne Boyde; Administrative Associate (Edmonton)
Dianne is one of the longest serving members of the Capital Estate Planning team, with over 30 years of service in the insurance business unit. She is our Edmonton Office Manager and handles client inquiries regarding all of our insurance products. Prior to joining Capital Estate Planning, Dianne worked at Metropolitan Life for over 7 years in various administrative capacities.

2. Investment and Financial Planning Team

We are proud to present to you our Investment and Financial Planning Team who is: "committed to delivering, in a timely, courteous and professional manner, a comprehensive range of products and services to all clients looking to enhance their personal and family's financial health"

Maureen Stone, CSA; Investment Manager, Capital Estate Planning / MGI Financial Inc. (Edmonton)
Maureen has been a Financial Advisor at Capital Estate Planning since August 1999 and serves as the firm's Investment Manager in Edmonton. her practice is built on a few key solid core principles: treat every client as she would want to be treated, professionalism and integrity, provide clients with knowledgeable sound advice by employing specialists in the areas required, complete dedication to clients financial well being. Her education and business experience, combined with an excellent team set the stage for clients to achieve full financial freedom. Maureen has achieved a designation of Certified Senior Advisor (CSA), and is currently in the final phase of completing her Certified Financial Planning designation (CFP). Her areas of specialty are: tax minimization strategies, customized investment plans, tax efficient retirement planning, organization of future income stream. Maureen is a proud mother and grandmother who enjoys time at the lake, golfing and curling. She is incoming President for Edmonton South Rotary 2008.

Shane O'Bryan, BComm; Capital Estate Planning Manager / MGI Financial Inc. (Calgary)
Shane signed on with Capital Estate Planning in October 2000, having spent several years prior working with a major chartered bank. Shane is a 1997 graduate of the University of Alberta with a Bachelor of Commerce degree majoring in Finance. Shane also has a significant University concentration in Accounting and achieved honours recognition in the Canadian Securities Course. After three years in the Edmonton office, Shane is now managing the Calgary office of Capital Estate Planning and can assist you with all of your investment and insurance planning needs. When not in the office, Shane enjoys spending time with his wife and baby daughter, as well as visiting his hometown, Nelson, BC.

Barbara Atchison; Investment Administrative Assistant (Edmonton)
Barbara joined Capital Estate Planning as Maureen Stone's assistant in September 2006 and is excited to be part of the team. She has been working in the financial services industry since 1998 and has held a mutual funds licence since 2002. In her free time, Barbara enjoys listening to music, watching live bands and theatre. She especially loves dancing now that she has completed some salsa and country dance lessons.

Cheryl Warnock; Receptionist and Investment Services (Edmonton)
Cheryl has been with Capital Estate Planning for two years. She worked at Canada Life in Regina for 9 years with a background in life insurance. Although Cheryl and her husband moved to Alberta 5 years ago, they are still devoted Rider fans.

3. Group Investment Services Team

We are proud to present to you our Group Investment Services Team who is: "committed to providing accurate and timely group investment service, support, advice, and products through personal contact with experienced and knowledgeable advisors and associates"

Allan Buffel; Administrative Associate (Edmonton)
Allan has been with Capital Estate Planning since November of 1999 and has been involved with managing client services in the insurance business unit. Prior to joining Capital Estate Planning, Al enjoyed a long career with Metropolitan Life, serving for over 35 years in various office management capacities. For 31 of those years, he worked as the Branch Administrator and was involved with the hiring and training of clerical personnel and working to resolve agent / client issues.

Allan's new role will be handling the administrative duties for our Group RRSP programs.