Andy Zylstra

Director, Wealth Management, Portfolio Manager, Investment Advisor @Richardson Wealth

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2009 — Present

Director, Wealth Management, Portfolio Manager, Investment Advisor @Richardson Wealth

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SKILLS

Wealth ManagementInvestment AdvisoryStrategic Financial PlanningMutual FundsAsset AllocationAsset ManagementEquitiesAsset ManagmentInvestmentsPortfolio ManagementSecuritiesInvestment StrategiesAlternative InvestmentsEstate PlanningInvestment ManagementRetirement PlanningEtfsFinancial Planning

ABOUT ANDY ZYLSTRA

The Porter Zylstra Wealth Management Group is a financial advisory team providing wealth management and estate planning solutions to individuals, business owners and family offices. We are independent and “product neutral,” as we believe that a solid and successful wealth plan is based on each client’s unique needs. We combine our decades of financial expertise and the specialized skills of our multi-disciplinary network of professionals to help clients better manage their wealth through customized plans they can understand. The Porter Zylstra Wealth Management Group is part of Richardson Wealth Limited, an independent, leading-edge wealth management firm with a history of serving some of the most successful families and entrepreneurs in the country.Tel. 78••••••60 • A••••••••@RichardsonWealth.comToll Free 18•••••••50 • Fax 101 Street NW • Suite 3360 • Edmonton, AB • T5J 3S4

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Andy Zylstra — Director, Wealth Management, Portfolio Manager, Investment Advisor at Richardson Wealth in Edmonton, AB, CA | Unifers