About Us - Bios
 
 
Back to HomePuhl Employee Benefits Inc.  
    
 
 
 

David A. Puhl, CFP 

Lorna C. Phelps, CFP, RPA

 

David Puhl and Lorna Phelps are working owners of Puhl Employee Benefits. 

 

We stringently adhere to the high standards set by Advocis and the Financial Planners Standards Council of Canada, designed to serve and protect our clients' best interests.

 

Professional qualifications:

  • Members of Advocis

  • Canadian Investment Funds Program from the Investment Funds Institute of Canada

  • Life Insurance Licenses with the Alberta Insurance Council

  • Certified Financial Planner designations from the Financial Planners Standards Council of Canada