Darrell Gebhardt

Darrell Gebhardt

Geen lopende functies

Finance
Consumer Services

Profiel

Mr. Gebhardt received a Bachelor of Commerce Degree majoring in Finance and Marketing from the University of Saskatchewan.
He is a Certified Financial Planner, a Certified Investment Manager, a Fellow of the Canadian Securities Institute, and a Financial Management Advisor.
He is a member of the Financial Planners Standards Council of Canada.
He began his career in the investment industry eight years ago.
Mr. Gebhardt specializes in assisting business owners, retirees, and professionals in the accumulation and preservation of wealth.
He does not use the "cookie cutter" method of money management.
He believes that each portfolio is created one investment at a time, incorporating a client's financial objectives as well as their risk tolerance, estate planning needs and tax considerations.

Eerdere bekende functies van Darrell Gebhardt

BedrijvenFunctieEinde
Corporate Officer/Principal -
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Opleiding van Darrell Gebhardt

University of Saskatchewan Undergraduate Degree

Ervaring
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