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Last Update

2016-06-22T00:00:00.000Z

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Brian Schmidt D. CFP CPCA

Senior Associate

CFP , CPCA

CFP , CPCA

Background Information

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 (8 Total References)


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

www.ifsgroup.ca [cached]

Brian Schmidt B. Comm., CFP, CPCA

Sr. Associate
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Assistant to Scott Calcutt & Brian Schmidt
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Assistant to Scott Calcutt & Brian Schmidt
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Assistant to Scott Calcutt & Brian Schmidt
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Brian Schmidt
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Brian Schmidt, B. Comm., CFP, CPCA
Sr. Associate
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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!
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Assistant to Scott Calcutt & Brian Schmidt
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Assistant to Scott Calcutt & Brian Schmidt
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Assistant to Scott Calcutt & Brian Schmidt


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.


says Brian Schmidt, a ...

www.wbng.com [cached]

says Brian Schmidt, a Financial Adviser at Dan Ross Financial Services.

...
says Schmidt.
Schmidt says each portfolio is different, and what might be good for one investor might not be good for another.
Its always important to seek the advice of an expert.
Especially in the midst of this financial crisis on Wall Street.
Both Wood and Schmidt say the key to surviving a market tumble is proper diversification.


Brian D. Schmidt has ...

www.cnybj.com [cached]

Brian D. Schmidt has recently joined Dan Ross Financial Services as a financial advisor.He has returned home to Binghamton after most recently spending time as an elementary school principal in Rochester.Schmidt earned a bachelor's degree from Saint Michael's College, Vermont.Additionally, he has earned a master's degree from Villanova University, Pennsylvania.As a financial advisor, Schmidt assists clients in identifying the necessary steps to obtain financial security.


Folks will talk about cutting back ...

www.wbng.com [cached]

Folks will talk about cutting back on certain things but until you know where you're spending money, that's difficult to do so the recommendation I make is to compile a budget," says Brian Schmidt, a financial advisor with Dan Ross Financial.

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