Brendan Gardner

Financial Advisor @Love & Persson Group

Dauphin, MB, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Sep 2008 — Present

Financial Advisor @Love & Persson Group

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Mutual funds are distributed by Desjardins Financial Security Investments Inc. I am licensed for mutual funds in the Province of Manitoba.Working with clients to develop a financial plan suitable to their needs and objectives. Current particular interest in personal cash flow analysis and efficient debt reduction in combination with a reasonable and comfortable savings plan. Matching managed portfolio investments according to suitability. Continual and consistent review, monitoring and coaching.

SKILLS

Strategic Financial PlanningEnterprise Risk ManagementFinancial AccountingCreditRetirement SavingsFinancePensionsFinancial RiskInvestment StrategiesFinancial ServicesMortgage LendingFinancial PlanningInternal AuditWealth ManagementPersonal Financial PlanningInvestmentsWealthInsuranceAccountingMutual FundsAsset AllocationStrategic PlanningInternal ControlsSarbanes-Oxley ActCorporate TaxFinancial PlannersFinancial AnalysisIncome TaxManagerial FinanceCash FlowFinancial ReportingInvestment ManagementTaxPortfolio ManagementRetirementEstate PlanningSmall BusinessAuditingFinancial AdvisoryAsset Management

ABOUT BRENDAN GARDNER

Valuable and irreplaceable cross-industry accounting and consulting experience through…

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