Judy Schrempf

Investment Advisor @Sterling Mutuals Inc

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

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WORK HISTORY

Feb 2007 — Present

Investment Advisor @Sterling Mutuals Inc

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Mutual funds provided by Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed and past performance may not be repeated. Insurance products available through Judy Schrempf as a licensed insurance agent and is not the business of or monitored by Sterling Mutuals Inc.

EDUCATION

2012 — 2012

Canadian Initiative for Elder Planning Studies

Elder Planning Counselor (EPC), Retirement/Career Transition and Estate Planning

1981 — 1985

University of Regina

Business Administration, Distinction, Finance, Human Resources

2014 — 2015

The Institute for Divorce Financial Analysts

Certified Divorce Financial Analyst (CDFA)

2011 — 2012

Financial Planning Standards Council

Certified Financial Planner (CFP)

2008 — 2011

The Canadian Institute of Financial Planning

Diploma in Financial Planning

SKILLS

MarketingFixed AnnuitiesFinancial PlannersWealthCoachingFinancial AdvisoryLeadershipFinancial PlanningSmall BusinessMutual FundsBusinessCritical IllnessEstate PlanningPublic SpeakingFinancial ServicesHealth InsuranceDisability InsuranceInvestmentsInsuranceStrategic PlanningLife InsuranceFinanceWealth ManagementTerm Life InsuranceRetirement PlanningRetirementStrategic Financial Planning

ABOUT JUDY SCHREMPF

Wouldn\'t it be nice to know that you could accomplish your goals according to your values? Wouldn\'t it be freeing to know that you don\'t have to think about your money all the time and that you could spend your days focussed on what is important TO YOU?My goal is help you make smart choices about your money so that you can accomplish your goals for your reasons. It\'s starts with creating your financial roadmap. Do you need someone to \"have your back\" when it comes to making smart choices about your money? Contact me.Mission Statement:\"Building Financial Wealth. Sustaining Financial Health\"Specialties: Financial Plans. Career Transition Plans. Retirement Plans. Estate Plans.* Mutual funds provided by Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed and past performance may not be repeated. Insurance products available through Brenda Masse as a licensed insurance agent and is not the business of or monitored by Sterling Mutuals Inc.

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