Our Certified Financial Planners and Advisors at Your Service
Donald C.S. Rea, CLU, ChFC, CFP
President, Director, Principal Advisor
Founder of the Firm (2005)
“Recognized as Calgary’s Top Freedom 55 Financial Advisor 2019”
As the founder and principal of Flight Plan Financial Corporation (2005), Don specializes in “full-spectrum” wealth management with a special eye on performance, tax efficiency and effective estate planning.
Born in Winnipeg but raised and educated in Calgary, Don has enjoyed over 35 years in the current financial planning practice started by his father, James Rea, at Don’s birth. Don has for years been a member and regular guest speaker at the Canadian Association of Gift Planners. Don often assists clients to design effective philanthropic strategies that evolve from short-term chequebook philanthropy to meaningful and creative charitable giving.
As a recipient-spokesman for Canadian Blood Services, a licensed pilot and experienced ocean skipper, Don shares a full family-life experience that truly lives up to the phrase “helping people navigate to life’s destinations”.
Adam is an ambitious and result-oriented graduate from the Haskayne School of Business at the University of Calgary majoring in international business. After excelling as an entrepreneur while attending university, Adam went on to gain financial acumen and technical experience working as an account manager at the Royal Bank of Canada. Since then, Adam has found success as an Associate Advisor with Flight Plan Financial Corporation.
Adam's primary focus is on helping clients implement strategies to protect themselves and their loved ones in the event of critical illness, disability, job loss, and even death so that they can carry on living with peace of mind knowing that they and their loved ones are protected in the event of one of life’s unforeseeable events.
Furthermore, Adam helps clients implement investment strategies to build wealth through tax-efficient saving and investing in assets that will dramatically increase their net worth over time to meet their financial goals and dreams. Adam is passionate about golf, entrepreneurship, and helping families achieve financial security and protection.
Adam Rea, B.COMM
Associate Advisor
Jackie Lively-McKee
Regional Sales Manager, Insurance and Living Benefits
Insurance wasn’t my first career choice. When I grew up, I thought I’d be a judge or helicopter pilot. I entered the insurance industry over 20 years ago and joined Canada Life in 2010. Shortly after joining Canada Life my husband suffered a major heart attack and we saw firsthand how important full financial planning was – that was it, that was the moment I knew I would never want to leave the industry!
I’ve specialized in living benefits over the past 10 years but recently transitioned into a Regional Sales Manager role with a larger life insurance focus. My goal is to provide advisors with tools and resources to grow their business, while increasing their confidence when dealing with insurance products needs on behalf of their clients.
I’m a wife and mom of two! We have two cockapoos Coop & Oakley and I foster rabbits for the Calgary Humane Society. We love to golf as a family, my husband is scratch - I’m not even close but we have a good time!
Since starting my career in 2001, I have been helping individuals and families achieve their financial planning goals by providing advice on investment planning, insurance planning, tax planning, retirement planning, and estate planning.
Working with a network of highly skilled professionals, I am now dedicated to providing high-quality advice and integrated wealth management solutions for advisors that simplify and enhance the quality of their client's lives.
Jason Belair, CIM
Regional Sales Manager, Wealth Management
Jill Radiff
Advisor Support Associate
As an Advisor Support Associate to Flight Plan Financial Corporation, Jill works closely with our associates, specialists, and clients to deliver on and provide administrative assistance. Jill serves as the primary contact for external offices, supporting our firm in a range of clerical duties.
Jill provides technical and logistical support on client plan fulfillment and a number of tailored financial planning projects. Additionally, Jill assists with the coordination of various activities, meetings, conferences, and workshops.
Job Description:
An Executive Assistant acts as the support person for the company executives and advisors. Executive Assistants help with various administrative and organizational needs, such as setting up appointments and overseeing schedules. Acting as a gatekeeper, an Executive Assistant helps to decide which phone calls, emails, or in-person meetings get through to their boss. They also conduct business with other colleagues or external vendors on behalf of their executive.
For more information and to apply, visit the "contact us" tab and submit your information.
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Executive Assistant (Position Open)