Hop Estate Planning Partners | The Team
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The Team

Denny Hop

Denny Hop
MA.Ed, CLU, CFP, CHFC
Principal

There is a very small cadre of financial advisors in Canada that can handle the sophisticated requirements of affluent families. Denny Hop is one of them.

Denny began his estate planning career in 1982 after completing his Masters of Administration at the University of Calgary and has been advising clients ever since. His experience is broad and he is one of those unusual people who is able to get into great detail while never losing sight of the big picture.

But if you ask Denny what he’s learned in the last 35 years, he’ll tell you directly that one of the cornerstones to success is our willingness to face the tough questions. So he’s developed his firm and designed the Hop Planning Process™ to ensure that it delves below the surface to understand the real dynamics that are at play for his clients. It’s just one of the reasons that he frequently speaks at various conferences across North America about family wealth and estate planning.

Denny is the Principal and Founder of Hop Estate Planning Partners and also has other private business interests. He understands the pressures that face many of his business owner clients.

Denny’s experience is extensive, and he is also a committed expert that has been very active in developing his own professional skills.

Denny has been an active member of Young Presidents Organization (YPO) from 1995-2005, and World Presidents Organization (WPO) since 2005. He has served on both executives at the provincial and national levels.

ColleenHopFull

Colleen Hop
B. Comm
Partner

It won’t take long for you to realize that when you’re with Colleen Hop, you’re with a genuine professional.

With a focus on working with business owners, Colleen has a reputation for taking the time to really understand what’s needed, before she starts making recommendations. The result: business owners who have clarity, confidence and a well-tailored plan for their wealth and estate.

She doesn’t stop there, however. Colleen has a special expertise in addressing the group insurance and employee benefits needs of her clients’ businesses. She knows that companies whose employees are protected tend to be companies where their employees are focused on creating results, not worrying about health benefit issues at home.

Colleen has spent over 15 years providing smart plans and sound advice so that business owners, professionals and their families can protect and grow what they’ve worked so hard to build.

The Hop Estate Planning Team

Hop Estate Planning Partners maintains a close working relationship with a strong team of industry experts that they have gathered to ensure their clients have access to the full range of support they require.

Mike Vukets, Family Wealth and Philanthropy Specialist
Jim Beadle, Business Lawyer
Guy Caouette, Associate Advisor/Product Specialist
Colleen Hop, President- Group Benefits Division
Ruby Magsino, Client Services Specialist/Admin Assistant

Industry Involvement and Credentials

The Hop Estate Planning team is active in the industry at large and is committed to ensuring that we keep our credentials current.  Our credentials include:

 

CFP: Certified Financial Planner – focusing on retirement and financial planning
CHFC: Chartered Financial Consultant – focusing on tax and estate planning
CLU: Chartered Life Underwriter – focusing on life insurance and estate planning
CALU: Charter Member of the Conference of Advanced Life Underwriting – Canada’s top 300 Estate Planning Practitioners
STEP: Member of the Society for Tax and Estate Practitioners
CEPC: Member of the Calgary Estate Planning Council
YEO: Member of Young Entrepreneurs Organization 1989 – 1995
YPO: Member of Young Presidents Organization 1996 – 2005
WPO: Member of World Presidents Organization since 2005
CEO: Member of Chief Executive Officers (CEO) International Organization 2005-2009