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- Company: RBC Dominion Securities Inc.Willing to do Public Speaking?: YesPublic Speaking Topics:
Agribusiness Succession Planning
General Economic Forecasting
Comprehensive Financial Planning
Utilizing Insurance Strategies to Minimize TaxesCraig works closely with his clients to ensure he understands their goals and help them achieve their financial objectives. Providing professional wealth management advice through financial planning first and combining it with personalized insurance and investment solutions, you can be sure every facet of your wealth management needs will be met. Craig is a believer in lifelong learning, and has Read more...
- Company: ITI Financial Inc.Wendall established his insurance and financial services practice in Medicine Hat, Alberta in 1987, and has a vast knowledge of individual, farm and small business planning. Wendall’s focus is providing investment, tax and insurance solutions to his clients across the Prairies. After twenty-nine years of independent advising – Wendall began collaborating with the ITI Financial team in 2016 – making Read more...