About Talerico Financial Group
About us
With over 65 years of combined experience, we strongly believe in building and maintaining successful relationships with our clients.
Led by John and Joe Talerico, Talerico Financial Group specializes in working with families, business owners and professionals.
We believe in a strong team approach and our goal is to earn the right to become your financial planning advisors/investment representatives. With our commitment to our philosophy, we can offer a very positive and meaningful relationship with our clients.
Mission statement
Talerico Financial Group guides clients to focus on their economic objectives and to optimize their wealth consistent with those goals. Our value based approach helps our clients meet their financial goals and needs.
Philosophy
We believe that relationships built on trust can only be sustained if we adhere to certain principles:
- Accountability: ensuring our clients best interest is paramount
- Honesty: we will be truthful in our advicet
- Integrity: practicing our profession with responsibility you can trustt
- Service: delivered consistently and reliablyt
Our team
Investment Representative
John joined the life insurance industry with London Life in 1975 and has been providing trusted and informed advice to his clients for over 45 years. John received his professional Designations:
- CLU Chartered Life Underwriter in 1985
- CH.F.C. Chartered Financial Consultant in 1989
- CFP Chartered Financial Planner in 1996
In 1998 he incorporated his business Talerico Financial Group with the purpose of building a practice with a lasting legacy in his community. I’m motivated in helping my clients by making a positive impact on their lives by assisting them to achieve their goals and dreams.
John is a strong believer in giving back to the community you live and work in and has served on many boards and organizations. He is the co-founder of the Italian Open Golf Tournament which has raised over 1.6 million dollars for the Chinook Regional Hospital over the last 25 years.
On a more personal note, John is married to Jean they have two children and five grandchildren. John enjoys the outdoors with golf being his favoured activity.
Investment Representative
Joe Talerico has been in the Financial Services industry since 2001. Joe works intimately with entrepreneurs and professionals helping to align their objectives with their visions and goals.
Joe believes in giving back to his community and has had many long-term positions on boards over the years and is still active on the Lethbridge Oldtimers Sports Association Board of Directors
Joe and his wife Donna are empty nesters who raised 3 great kids.
Being an avid outdoorsman Joe spends a lot of his free time in the foothills and mountains of southern Alberta and plays hockey all year round.
Supported by a team of experts
When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.