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2016-12-14T00:00:00.000Z

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Brian D. Schmidt CFP CPCA

Direct Phone: (306) ***-****       

Email: b***@***.ca

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Investia Services Financiers inc.

6700 Pierre-Bertrand Blvd Suite 300

Quebec, Quebec G2J 0B4

Canada

Company Description

Investia is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company whose origins date back to 1892. Industrial Alliance offers, either directly or through its subsidiaries, a wide range ... more

Find other employees at this company (436)

Background Information

Affiliations

Financial Advisor
Dan Ross Financial Services

Education

Bachelor of Commerce degree in Finance and Economics

College of Commerce at the U of S

bachelor's degree

Saint Michael's College

master's degree

Villanova University

Web References (10 Total References)


Brian ...

www.ifsgroup.ca [cached]

Brian Schmidt

...
Assistant to Scott Calcutt & Brian Schmidt


Your "IFS" Team: | Saskatoon Financial Planner - Independent Financial Services

www.ifsgroup.ca [cached]

Brian Schmidt B. Comm., CFP, CPCA

Sr. Associate
...
Assistant to Scott Calcutt & Brian Schmidt
...
Brian Schmidt
...
Brian Schmidt, B. Comm., CFP, CPCA
Sr. Associate
...
Brian was born and raised on a grain farm north of Tisdale, Sask. After high school, he attended the College of Commerce at the U of S where he graduated with a Bachelor of Commerce degree in Finance and Economics in 1992.
Brian started as a financial advisor in 1993 and joined Independent Financial Services in 1995. He obtained the Certified Financial Planner (CFP) designation in 1999, completed IFIC's Branch Manager designation in 2001 and obtained the CPCA - Certified Professional Consultant on Aging designation in 2005.
Brian is an expert in wealth management issues (investment, taxation, insurance, and succession) for small business owners and agricultural producers.
His ideal client is a business person preparing for retirement in the next 5 - 10 years.
Brian is married to Colleen with 2 wonderful sons, William and Alex. He enjoys golfing, fishing, reading, current events and supports the Riders!
...
Assistant to Scott Calcutt & Brian Schmidt


Brian ...

www.ifsgroup.ca [cached]

Brian Schmidt

...
Brian Schmidt
Email me Call me
Brian Schmidt, B. Comm., CFP, CPCA Sr. Associate
Brian was born and raised on a grain farm north of Tisdale, Sask. After high school, he attended the College of Commerce at the U of S where he graduated with a Bachelor of Commerce degree in Finance and Economics in 1992.
Brian started as a financial advisor in 1993 and joined Independent Financial Services in 1995. He obtained the Certified Financial Planner (CFP) designation in 1999, completed IFIC's Branch Manager designation in 2001 and obtained the CPCA - Certified Professional Consultant on Aging designation in 2005.
Brian is an expert in wealth management issues (investment, taxation, insurance, and succession) for small business owners and agricultural producers.
His ideal client is a business person preparing for retirement in the next 5 - 10 years.
Brian is married to Colleen with 2 wonderful sons, William and Alex. He enjoys golfing, fishing, reading, current events and supports the Riders!


So we have a breadth of ...

www.wicz.com [cached]

So we have a breadth of companies that some of the major companies which we haven't had in the past are now available to them," said Brian Schmidt, Financial Planner, Dan Ross Financial.


Financial Planning - SKHomes4sale Saskatchewan Real Estate

sk.athomecanada.com [cached]

Brian Schmidt, CFP, CSA

...
Call Brian: (306) 359-7705 Call Toll Free: 1-800-305-5595

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