Gerry Phaneuf
Financial Broker @Ppi
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WORK HISTORY
Financial Broker @Ppi
I gather information, do an analysis and then offer solutions to whatever may benefit a client. Areas of help can be with investments, insurance, mortgages, debt challenges, etc. As well, we have tax strategies for companies. This can be gleaned from the book \"the 10 secrets revenue Canada doesn\'t want you to know.\" The strategies I recommend will be taylor made for each situation. Essentially, there is zero downside in sitting down with a financial broker and letting them map out a plan to whatever financial goals you have. Find someone you like, believe and trust and sit down with them. Point to consider: your banker is probably not a financial planner and they will be loyal to their own products, regardless if it is good for you and your family or not. I am happy to chat and give you a complementary consultation, regardless if you become my client or not. Best regards!
EDUCATION
NAIT (Northern Alberta Institute of Technology)
Finance Diploma, Business
Concordia University of Edmonton
Science, Pre-Dentistry Studies
NAIT
Business Diploma - Finance
SKILLS
ABOUT GERRY PHANEUF
Financial Broker
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