Abacus Wealth Management & Portfolio Strategies
2nd Floor, 6328 104 Street | Edmonton, AB, T6H 2K9About
Specialties: Life, Critical Illness, Disability, Health & Group Insurance, Mutual Funds, Financial Planning & Review, Retirement & Estate Planning, Pensions.
I aim to develop long lasting, professional relationships with the people I work with to ensure proper care of their policies, investments, and financial strategies so that they can focus better on what's truly important; living their best life, and securing their family's future.
I have been in the financial planning industry since April of 2012. I have my life license, mutual funds license, and CFP® designation. I engage with, and educate people about the financial world in order to equip them with tools they need to be financially independent, and secure.
Contact us:
Fax: (780) 989-2750