Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 2/26/14  and contains information from public web pages and contributions from the ZoomInfo community.

Brian D. Schmidt CFP CPCA

Wrong Brian D. Schmidt CFP CPCA?

Senior Associate

Local Address: Regina, Saskatchewan, Canada
Investia Financial Services Inc.
 
Background

Employment History

  • Senior Associate and Branch Manager
    Investia Financial Services Inc.
  • Financial Advisor
  • Financial Advisor
    Dan Ross Financial Services
  • Financial Adviser
    Dan Ross Financial Services
  • Financial Planner
    Dan Ross Financial Services
  • Senior Associate
    AdvisorNet Communications Inc
  • Investor
    Independent Financial Services Ltd.
  • Senior Associate
    Independent Financial Services Ltd.

Education

  • bachelor's degree
    Saint Michael's College
  • master's degree
    Villanova University
8 Total References
Web References
Your "IFS" Team: | Saskatoon Financial Planner - Independent Financial Services
www.ifsgroup.ca, 13 June 2013 [cached]
Brian Schmidt B. Comm., CFP, CPCA
Sr. Associate
...
Assistant to Scott Calcutt & Brian Schmidt
...
Assistant to Scott Calcutt & Brian Schmidt
...
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
...
Assistant to Scott Calcutt & Brian Schmidt
...
Assistant to Scott Calcutt & Brian Schmidt
Brian D. Schmidt has ...
www.cnybj.com, 1 Sept 2008 [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.
says Brian Schmidt, a ...
www.wbng.com, 30 Sept 2008 [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.
So we have a breadth of ...
www.wicz.com, 19 Oct 2009 [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.
Independant Financial Service
sk.athomecanada.com, 29 April 2007 [cached]
Brian Schmidt, CFP, CSA
...
Brian Schmidt, CFP, CSA Senior Associate Independent Financial Services Ltd. 4420 Albert Street Regina, SK S4S 6B4
Email: bschmidt_ifsr@sasktel.net
Tel: (306) 359-7705
Other People with the name "Schmidt":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304