Meet Our Team
Fred Hurdman is a Senior Investment Advisor who has the resources, skills and strategies necessary to help people achieve their goals and objectives. Fred has earned numerous designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.). He is an avid reader and has a strong belief in and passion for education.
Fred has worked in the financial industry since 1979, helping his clients plan for and achieve financial health. He has also worked to educate people about financial planning strategies, teaching financial planning seminars sponsored by the Calgary Board of Education and presenting various other seminars for the benefit of clients and the general public. He also sponsored and presented the Your Financial Coach radio program.
Fred's desire to help his clients achieve personal success is apparent in his ability to listen to and to understand individual goals and objectives. This is underscored by Fred's principled practices; he sets goals and seeks excellence in every aspect of life. Fred is professional, organized, extremely thorough and keeps well informed of the latest developments in the financial industry. He uses the latest technology to help him provide excellent service to his clients. Fred is also an active member in his church and community. Please feel free to contact Fred at fhurdman@dundeesecurities.com.
Robert Hurdman is an Investment Advisor and Insurance Agent who has worked with our team since 2004. Robert works closely with clients to develop a financial plan and to help them stay on track to achieve all of their goals. He believes that clients can better spend their time in other areas of their life if they are able to delegate their finances to a trusted professional.
Robert loves learning and keeping his skills up to date. He has earned the Certified Financial Planner (CFP) designation. His university degree is a B.A. in International Studies.
Robert is focused on developing relations with his existing clients and creating opportunities for clients to introduce their friends to the Hurdman team. Robert is committed to providing excellent service, and he can be contacted at rhurdman@dundeesecurities.com.
Our team includes two very skilled administrative assistants who love their work and who are dedicated to excellent client service and to ensuring accuracy in all financial transactions. They are valuable assets to the team.
Lorri McMechan has worked in the financial industry since 1994 and joined Hurdman & Associates as an Administrative Assistant in 2001. She is very meticulous and always dedicated to accuracy and integrity. Her personable nature and leadership qualities are prominent. Lorri can be contacted at lmcmechan@dundeesecurities.com.
Cheryl Kopeck joined our team in 2006 as an Administrative Assistant. While new to the financial services industry, Cheryl brings with her many years of administrative experience and is dedicated to quality, accuracy and exceptional client service. She can be contacted at ckopeck@dundeesecurities.com. |
