 |
Financial Planning
David Meszaros, CFP, Sun Life Financial
www.sunlife.ca/david.meszaros, (403) 601-5850
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
|
|
 |
Associate Partner - Kevin Metz
www.multistreammarketing.com, (403) 214-0222
We have consulted struggling business owners to extreme successes, as well as working with some of the smartest, most successful business owners and consultants in the world, have developed a step-by-step, here's EXACTLY how you do it, no-nonsense, improve your bottom line immediately starting todayAssociate Partner - Kevin Met
Financial Services
Seann Poli, Agency Manager, National Best Financial Network
www.nbbn.ca, (403) 585-0580
We strive to provide financial literacy and a clear, written financial plan for all Canadians. National Best believes that informed and educated clients are better able to make good choices. Our agents are trained to educate, not just put together plans. Our agents specialize in all aspects of planning for financial success.
Joined CGAA November 16, 2011
|
|
Sun Life Financial
403-266-2061 ext. 2218
5980 Centre Street South, Calgary, Alberta
Jenai Finnigan, Sales Representative
|
 |
5980 Centre Street South, Calgary, Alberta
Kirk Lubimov, Sales Representative.
Our products and services include: Brokerage, Investments, Insurance, Mortgages and Banking.
|
 |
Financial Planning
Randal Kish, Consultant, Investors Group
www.investorsgroup.com, (403) 818-9170
At Investors Group, we are committed to building personalized solutions on an individual basis. We will take the time to get to know you and devise a written plan that will be tailored specifically for you and will reflect your goals and aspirations.
|
|
|