Kelly Markwart
Financial Advisor @Desjardins Financial Security Investments
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WORK HISTORY
Financial Advisor @Desjardins Financial Security Investments
Regina, SK, CA
Mutual Funds are provided through Desjardins Financial Security Investments Inc. Except for segregated funds in self-directed accounts which are offered through DFS Investments, Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency. Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc.Licensed for Mutual Funds in the provinces of Saskatchewan and Alberta.Licensed for Life and Health Insurance in the provinces of Saskatchewan, Alberta and British Columbia.
EDUCATION
University of Regina
B. Admin., Finance
SKILLS
ABOUT KELLY MARKWART
With over 20 years of experience in Life and Disability Insurance, Wealth Management, and Investment Brokerage business, I provide financial security planning advice to individuals, retired couples, and growing families. I am also looking to be building my business of referred clients who are young entrepreneurs, government employees and sports-minded families.Specialties: Life Insurance, Disability Insurance, Retirement Planning, Education Planning, Employee Benefits
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